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IFP Advisors, Inc: RWJ position timeline

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

IFP Advisors, Inc held 130,190 RWJ 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 130,190 shares
    Change vs previous 13F -603 shares

    0.14% of the 13F portfolio, value $7,746,305.

    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 130,793 shares
    Change vs previous 13F +27,989 shares

    0.14% of the 13F portfolio, value $6,602,431.

    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 102,804 shares
    Change vs previous 13F +1,036 shares

    0.11% of the 13F portfolio, value $5,008,611.

    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 101,768 shares
    Change vs previous 13F -144 shares

    0.13% of the 13F portfolio, value $4,915,394.

    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 101,912 shares
    Change vs previous 13F +11,420 shares

    0.13% of the 13F portfolio, value $4,411,788.

    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 90,492 shares
    Change vs previous 13F +5,428 shares

    0.11% of the 13F portfolio, value $3,683,025.

    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 85,064 shares
    Change vs previous 13F +1,607 shares

    0.13% of the 13F portfolio, value $3,892,809.

    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 83,457 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,815,039.

    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).