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IFP Advisors, Inc: VMBS position timeline

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

IFP Advisors, Inc held 7,728 VMBS 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 7,728 shares
    Change vs previous 13F -2,558 shares

    0.01% of the 13F portfolio, value $361,748.

    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 10,286 shares
    Change vs previous 13F +725 shares

    0.01% of the 13F portfolio, value $482,928.

    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 9,561 shares
    Change vs previous 13F +715 shares

    0.01% of the 13F portfolio, value $450,132.

    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 8,846 shares
    Change vs previous 13F +5,409 shares

    0.01% of the 13F portfolio, value $415,408.

    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 3,437 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $159,209.

    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 3,490 shares
    Change vs previous 13F -359 shares

    <0.01% of the 13F portfolio, value $161,654.

    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 3,849 shares
    Change vs previous 13F -8,873 shares

    0.01% of the 13F portfolio, value $174,523.

    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 12,722 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $600,606.

    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).