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Disclosery

HFG Advisors, Inc.: IWP position timeline

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

HFG Advisors, Inc. held 2,025 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,025 shares
    Change vs previous 13F -220 shares

    0.18% of the 13F portfolio, value $296,481.

    13F-HR 0001951757-26-001156 filed by HFG 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 2,245 shares
    Change vs previous 13F -194 shares

    0.2% of the 13F portfolio, value $287,629.

    13F-HR 0001951757-26-000810 filed by HFG 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 2,439 shares
    Change vs previous 13F -615 shares

    0.24% of the 13F portfolio, value $333,995.

    13F-HR 0001951757-26-000445 filed by HFG 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 3,054 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $434,920.

    13F-HR 0001951757-25-001384 filed by HFG 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 3,054 shares
    Change vs previous 13F -76 shares

    0.34% of the 13F portfolio, value $423,529.

    13F-HR 0001951757-25-001035 filed by HFG 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 3,130 shares
    Change vs previous 13F -152 shares

    0.31% of the 13F portfolio, value $367,744.

    13F-HR 0001951757-25-000386 filed by HFG 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 3,282 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $415,995.

    13F-HR 0001951757-25-000125 filed by HFG 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 3,282 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $384,945.

    13F-HR 0001951757-24-001048 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).