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IFP Advisors, Inc: VOT position timeline

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

IFP Advisors, Inc held 21,312 VOT 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 21,312 shares
    Change vs previous 13F -54,851 shares

    0.12% of the 13F portfolio, value $6,527,866.

    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 76,163 shares
    Change vs previous 13F +10,906 shares

    0.41% of the 13F portfolio, value $19,600,548.

    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 65,257 shares
    Change vs previous 13F +1,544 shares

    0.41% of the 13F portfolio, value $18,215,839.

    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 63,713 shares
    Change vs previous 13F +25,940 shares

    0.49% of the 13F portfolio, value $18,718,242.

    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 37,773 shares
    Change vs previous 13F +25,260 shares

    0.31% of the 13F portfolio, value $10,760,783.

    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 12,513 shares
    Change vs previous 13F +8,567 shares

    0.09% of the 13F portfolio, value $3,075,911.

    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 3,946 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $1,001,296.

    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 3,926 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $955,867.

    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).