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IFP Advisors, Inc: SDVY position timeline

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

IFP Advisors, Inc held 16,772 SDVY 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 16,772 shares
    Change vs previous 13F +344 shares

    0.01% of the 13F portfolio, value $723,544.

    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 16,428 shares
    Change vs previous 13F +1,414 shares

    0.01% of the 13F portfolio, value $647,756.

    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 15,014 shares
    Change vs previous 13F +5,748 shares

    0.01% of the 13F portfolio, value $575,336.

    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 9,266 shares
    Change vs previous 13F -10,700 shares

    0.01% of the 13F portfolio, value $352,289.

    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 19,966 shares
    Change vs previous 13F -9,894 shares

    0.02% of the 13F portfolio, value $704,427.

    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 29,860 shares
    Change vs previous 13F -61,305 shares

    0.03% of the 13F portfolio, value $1,000,177.

    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 91,165 shares
    Change vs previous 13F +25,745 shares

    0.11% of the 13F portfolio, value $3,268,033.

    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 65,420 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,379,988.

    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).