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Disclosery

IFP Advisors, Inc: SPDW position timeline

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

IFP Advisors, Inc held 915,993 SPDW 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 915,993 shares
    Change vs previous 13F +90,146 shares

    0.83% of the 13F portfolio, value $46,156,887.

    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 825,847 shares
    Change vs previous 13F +31,259 shares

    0.78% of the 13F portfolio, value $37,699,916.

    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 794,588 shares
    Change vs previous 13F -12,209 shares

    0.79% of the 13F portfolio, value $35,287,653.

    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 806,797 shares
    Change vs previous 13F +23,173 shares

    0.9% of the 13F portfolio, value $34,522,844.

    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 783,624 shares
    Change vs previous 13F +115,000 shares

    0.9% of the 13F portfolio, value $31,728,789.

    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 668,624 shares
    Change vs previous 13F -153,565 shares

    0.75% of the 13F portfolio, value $24,344,475.

    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 822,189 shares
    Change vs previous 13F +108,916 shares

    0.92% of the 13F portfolio, value $28,061,158.

    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 713,273 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $26,790,280.

    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).