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IFP Advisors, Inc: VLUE position timeline

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

IFP Advisors, Inc held 50,619 VLUE 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 50,619 shares
    Change vs previous 13F -701 shares

    0.18% of the 13F portfolio, value $10,114,182.

    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 51,320 shares
    Change vs previous 13F +9,064 shares

    0.15% of the 13F portfolio, value $7,297,191.

    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 42,256 shares
    Change vs previous 13F -1,570 shares

    0.13% of the 13F portfolio, value $5,777,663.

    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 43,826 shares
    Change vs previous 13F -4,487 shares

    0.14% of the 13F portfolio, value $5,480,441.

    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 48,313 shares
    Change vs previous 13F -9,222 shares

    0.16% of the 13F portfolio, value $5,469,765.

    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 57,535 shares
    Change vs previous 13F +3,174 shares

    0.19% of the 13F portfolio, value $6,135,952.

    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 54,361 shares
    Change vs previous 13F -2,752 shares

    0.19% of the 13F portfolio, value $5,740,918.

    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 57,113 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,227,288.

    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).