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IFP Advisors, Inc: IWR position timeline

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

IFP Advisors, Inc held 13,703 IWR 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 13,703 shares
    Change vs previous 13F +3,188 shares

    0.03% of the 13F portfolio, value $1,511,715.

    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 10,515 shares
    Change vs previous 13F -647 shares

    0.02% of the 13F portfolio, value $1,022,373.

    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 11,162 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $1,074,566.

    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 11,092 shares
    Change vs previous 13F +932 shares

    0.03% of the 13F portfolio, value $1,070,933.

    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 10,160 shares
    Change vs previous 13F +1,675 shares

    0.03% of the 13F portfolio, value $934,338.

    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 8,485 shares
    Change vs previous 13F +626 shares

    0.02% of the 13F portfolio, value $721,755.

    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 7,859 shares
    Change vs previous 13F +5,372 shares

    0.02% of the 13F portfolio, value $694,735.

    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 2,487 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $219,192.

    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).