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IFP Advisors, Inc: YLD position timeline

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

IFP Advisors, Inc held 23,566 YLD 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 23,566 shares
    Change vs previous 13F +1,142 shares

    0.01% of the 13F portfolio, value $449,639.

    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 22,424 shares
    Change vs previous 13F +4,837 shares

    0.01% of the 13F portfolio, value $425,159.

    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 17,587 shares
    Change vs previous 13F +12,248 shares

    0.01% of the 13F portfolio, value $334,241.

    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 5,339 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,839.

    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).