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IFP Advisors, Inc: VTEB position timeline

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

IFP Advisors, Inc held 124,042 VTEB 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 124,042 shares
    Change vs previous 13F +3,300 shares

    0.11% of the 13F portfolio, value $6,274,044.

    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 120,742 shares
    Change vs previous 13F +6,734 shares

    0.12% of the 13F portfolio, value $6,023,818.

    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 114,008 shares
    Change vs previous 13F +17,163 shares

    0.13% of the 13F portfolio, value $5,733,462.

    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 96,845 shares
    Change vs previous 13F +16,967 shares

    0.13% of the 13F portfolio, value $4,849,029.

    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 79,878 shares
    Change vs previous 13F -7,556 shares

    0.11% of the 13F portfolio, value $3,916,442.

    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 87,434 shares
    Change vs previous 13F -8,749 shares

    0.13% of the 13F portfolio, value $4,338,474.

    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 96,183 shares
    Change vs previous 13F +2,522 shares

    0.16% of the 13F portfolio, value $4,821,647.

    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 93,661 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,787,957.

    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).