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IFP Advisors, Inc: UIVM position timeline

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

IFP Advisors, Inc held 9,973 UIVM 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 9,973 shares
    Change vs previous 13F -802 shares

    0.01% of the 13F portfolio, value $716,908.

    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 10,775 shares
    Change vs previous 13F +4,902 shares

    0.02% of the 13F portfolio, value $735,758.

    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 5,873 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $378,991.

    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).