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IFP Advisors, Inc: VYM position timeline

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

IFP Advisors, Inc held 174,068 VYM 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 174,068 shares
    Change vs previous 13F +4,646 shares

    0.5% of the 13F portfolio, value $27,507,966.

    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 169,422 shares
    Change vs previous 13F -4,128 shares

    0.52% of the 13F portfolio, value $25,091,398.

    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 173,550 shares
    Change vs previous 13F +8,166 shares

    0.56% of the 13F portfolio, value $24,907,896.

    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 165,384 shares
    Change vs previous 13F +16,970 shares

    0.61% of the 13F portfolio, value $23,310,875.

    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 148,414 shares
    Change vs previous 13F +4,220 shares

    0.56% of the 13F portfolio, value $19,785,859.

    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 144,194 shares
    Change vs previous 13F +55,562 shares

    0.57% of the 13F portfolio, value $18,596,201.

    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 88,632 shares
    Change vs previous 13F +599 shares

    0.37% of the 13F portfolio, value $11,308,475.

    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 88,033 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,285,803.

    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).