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IFP Advisors, Inc: RDVI position timeline

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

IFP Advisors, Inc held 239,480 RDVI 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 239,480 shares
    Change vs previous 13F +54,139 shares

    0.13% of the 13F portfolio, value $7,040,712.

    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 185,341 shares
    Change vs previous 13F +52,389 shares

    0.1% of the 13F portfolio, value $4,735,463.

    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 132,952 shares
    Change vs previous 13F +20,314 shares

    0.08% of the 13F portfolio, value $3,488,660.

    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 112,638 shares
    Change vs previous 13F +38,567 shares

    0.08% of the 13F portfolio, value $2,911,692.

    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 74,071 shares
    Change vs previous 13F -5,733 shares

    0.05% of the 13F portfolio, value $1,830,308.

    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 79,804 shares
    Change vs previous 13F +8,924 shares

    0.06% of the 13F portfolio, value $1,892,961.

    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 70,880 shares
    Change vs previous 13F +11,149 shares

    0.06% of the 13F portfolio, value $1,718,144.

    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).

  8. period ended2024-09-30
    13F 59,731 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,471,785.

    13F-HR 0001641866-25-000003 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).