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IFP Advisors, Inc: VUSB position timeline

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

IFP Advisors, Inc held 448 VUSB 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 448 shares
    Change vs previous 13F -543 shares

    <0.01% of the 13F portfolio, value $22,301.

    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 991 shares
    Change vs previous 13F -5,857 shares

    <0.01% of the 13F portfolio, value $49,337.

    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 6,848 shares
    Change vs previous 13F -1,441 shares

    0.01% of the 13F portfolio, value $341,304.

    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 8,289 shares
    Change vs previous 13F +424 shares

    0.01% of the 13F portfolio, value $414,409.

    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 7,865 shares
    Change vs previous 13F -1,830 shares

    0.01% of the 13F portfolio, value $392,244.

    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 9,695 shares
    Change vs previous 13F +9,249 shares

    0.01% of the 13F portfolio, value $483,396.

    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 446 shares
    Change vs previous 13F -1,495 shares

    <0.01% of the 13F portfolio, value $22,131.

    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 1,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,933.

    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).