Skip to content
Disclosery

IFP Advisors, Inc: IWF position timeline

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

IFP Advisors, Inc held 49,480 IWF 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 49,480 shares
    Change vs previous 13F +37,237 shares

    0.11% of the 13F portfolio, value $6,143,932.

    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 12,243 shares
    Change vs previous 13F +397 shares

    0.11% of the 13F portfolio, value $5,220,415.

    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 11,846 shares
    Change vs previous 13F +374 shares

    0.13% of the 13F portfolio, value $5,606,712.

    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 11,472 shares
    Change vs previous 13F -1,793 shares

    0.14% of the 13F portfolio, value $5,373,600.

    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 13,265 shares
    Change vs previous 13F +1,226 shares

    0.16% of the 13F portfolio, value $5,631,421.

    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 12,039 shares
    Change vs previous 13F -1,983 shares

    0.13% of the 13F portfolio, value $4,347,068.

    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 14,022 shares
    Change vs previous 13F +7,094 shares

    0.18% of the 13F portfolio, value $5,630,212.

    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 6,928 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,600,777.

    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).