IFP Advisors
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IFP Advisors’s Datavault AI DVLT Stock Holding History

IFP Advisors’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,000
Closed -$1.05K – 5427
2026
Q2 		$1.05K Buy
+3,000
New +$1.64K ﹤0.01% 4479
2026
Q1 		– Sell
-3,050
Closed -$1.96K – 5203
2025
Q4 		$1.96K Buy
+3,050
New +$5.34K ﹤0.01% 3851
2019
Q1 		– Hold
0
– – – 3529

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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
LCM Capital Management
LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Rydar Equities
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors's DVLT Position: Q3 2026 in Review

IFP Advisors sold out of Datavault AI (DVLT) in Q3 2026, closing a stake of 3,000 shares — an estimated $1.05K sold.

IFP Advisors first reported a position in DVLT in Q4 2025 and held it in 2 quarters. The position peaked at $1.96K in Q4 2025. 9 funds tracked by Wall St. Rank hold DVLT as of Q3 2026.

  • IFP Advisors reported no remaining Datavault AI position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 3,000 Datavault AI shares in Q3 2026, an estimated $1.05K.
  • IFP Advisors first reported a position in Datavault AI in Q4 2025 and held it in 2 quarters.
  • IFP Advisors's Datavault AI position peaked at $1.96K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Datavault AI as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.