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IFP Advisors, Inc: USMV position timeline

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

IFP Advisors, Inc held 57,284 USMV 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 57,284 shares
    Change vs previous 13F -83,223 shares

    0.1% of the 13F portfolio, value $5,525,615.

    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 140,507 shares
    Change vs previous 13F -1,741 shares

    0.27% of the 13F portfolio, value $13,030,619.

    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 142,248 shares
    Change vs previous 13F +40,424 shares

    0.3% of the 13F portfolio, value $13,394,072.

    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 101,824 shares
    Change vs previous 13F +43,424 shares

    0.25% of the 13F portfolio, value $9,687,535.

    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 58,400 shares
    Change vs previous 13F +6,524 shares

    0.16% of the 13F portfolio, value $5,482,185.

    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 51,876 shares
    Change vs previous 13F +20,894 shares

    0.15% of the 13F portfolio, value $4,858,704.

    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 30,982 shares
    Change vs previous 13F -756 shares

    0.09% of the 13F portfolio, value $2,751,032.

    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 31,738 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,898,121.

    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).