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IFP Advisors, Inc: VCSH position timeline

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

IFP Advisors, Inc held 75,839 VCSH 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 75,839 shares
    Change vs previous 13F +7,595 shares

    0.11% of the 13F portfolio, value $5,993,556.

    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 68,244 shares
    Change vs previous 13F +5,200 shares

    0.11% of the 13F portfolio, value $5,409,702.

    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 63,044 shares
    Change vs previous 13F +5,632 shares

    0.11% of the 13F portfolio, value $5,026,498.

    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 57,412 shares
    Change vs previous 13F -248 shares

    0.12% of the 13F portfolio, value $4,588,941.

    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 57,660 shares
    Change vs previous 13F +7,088 shares

    0.13% of the 13F portfolio, value $4,583,909.

    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 50,572 shares
    Change vs previous 13F +14,703 shares

    0.12% of the 13F portfolio, value $3,992,225.

    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 35,869 shares
    Change vs previous 13F +14,208 shares

    0.09% of the 13F portfolio, value $2,798,221.

    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 21,661 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,720,402.

    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).