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IFP Advisors, Inc: SHW position timeline

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

IFP Advisors, Inc held 11,777 SHW 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 11,777 shares
    Change vs previous 13F +92 shares

    0.07% of the 13F portfolio, value $4,055,057.

    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 11,685 shares
    Change vs previous 13F +3,164 shares

    0.08% of the 13F portfolio, value $3,745,627.

    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 8,521 shares
    Change vs previous 13F +839 shares

    0.06% of the 13F portfolio, value $2,761,060.

    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 7,682 shares
    Change vs previous 13F +182 shares

    0.07% of the 13F portfolio, value $2,659,969.

    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 7,500 shares
    Change vs previous 13F -141 shares

    0.08% of the 13F portfolio, value $2,659,211.

    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 7,641 shares
    Change vs previous 13F -72 shares

    0.08% of the 13F portfolio, value $2,668,245.

    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 7,713 shares
    Change vs previous 13F -73 shares

    0.09% of the 13F portfolio, value $2,621,907.

    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 7,786 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,971,368.

    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).