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IFP Advisors, Inc: QDTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on QDTE, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 5,530 QDTE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,530 shares
    Change vs previous 13F -1,528 shares

    <0.01% of the 13F portfolio, value $172,149.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,058 shares
    Change vs previous 13F +1,356 shares

    <0.01% of the 13F portfolio, value $193,530.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,702 shares
    Change vs previous 13F +551 shares

    <0.01% of the 13F portfolio, value $175,850.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 5,151 shares
    Change vs previous 13F +4,338 shares

    <0.01% of the 13F portfolio, value $183,376.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 813 shares
    Change vs previous 13F +413 shares

    <0.01% of the 13F portfolio, value $28,856.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 400 shares
    Change vs previous 13F +337 shares

    <0.01% of the 13F portfolio, value $13,872.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,521.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).