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Disclosery

IFP Advisors, Inc: OWL position timeline

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

IFP Advisors, Inc held 21,024 OWL 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 21,024 shares
    Change vs previous 13F +9,466 shares

    <0.01% of the 13F portfolio, value $183,960.

    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 11,558 shares
    Change vs previous 13F +4,970 shares

    <0.01% of the 13F portfolio, value $105,525.

    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 6,588 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $98,425.

    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 6,389 shares
    Change vs previous 13F -43,989 shares

    <0.01% of the 13F portfolio, value $108,166.

    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 50,378 shares
    Change vs previous 13F -34,468 shares

    0.03% of the 13F portfolio, value $973,162.

    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 84,846 shares
    Change vs previous 13F -3,296 shares

    0.05% of the 13F portfolio, value $1,704,867.

    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 88,142 shares
    Change vs previous 13F +632 shares

    0.07% of the 13F portfolio, value $2,055,459.

    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 87,510 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,694,172.

    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).