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IFP Advisors, Inc: IWM position timeline

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

IFP Advisors, Inc held 25,119 IWM 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 25,119 shares
    Change vs previous 13F -60,874 shares

    0.14% of the 13F portfolio, value $7,547,004.

    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 85,993 shares
    Change vs previous 13F +61,584 shares

    0.44% of the 13F portfolio, value $21,326,264.

    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 24,409 shares
    Change vs previous 13F +3,567 shares

    0.13% of the 13F portfolio, value $6,008,519.

    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 20,842 shares
    Change vs previous 13F -7,611 shares

    0.13% of the 13F portfolio, value $5,042,930.

    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 28,453 shares
    Change vs previous 13F -32,980 shares

    0.17% of the 13F portfolio, value $6,139,932.

    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 61,433 shares
    Change vs previous 13F -1,207 shares

    0.38% of the 13F portfolio, value $12,255,278.

    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 62,640 shares
    Change vs previous 13F +5,326 shares

    0.45% of the 13F portfolio, value $13,841,260.

    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 57,314 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $12,660,472.

    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).