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Disclosery

IFP Advisors, Inc: IWC position timeline

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

IFP Advisors, Inc held 619 IWC 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 619 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $123,825.

    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 631 shares
    Change vs previous 13F -459 shares

    <0.01% of the 13F portfolio, value $100,714.

    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 1,090 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $171,893.

    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 925 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $137,908.

    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 927 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $118,281.

    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 990 shares
    Change vs previous 13F +414 shares

    <0.01% of the 13F portfolio, value $109,747.

    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 576 shares
    Change vs previous 13F -184 shares

    <0.01% of the 13F portfolio, value $75,058.

    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 760 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $93,627.

    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).