Skip to content
Disclosery

IFP Advisors, Inc: UPWK position timeline

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

IFP Advisors, Inc held 4,011 UPWK 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 4,011 shares
    Change vs previous 13F -282 shares

    <0.01% of the 13F portfolio, value $33,532.

    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 4,293 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $47,051.

    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 4,397 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $87,149.

    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 3,966 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $73,649.

    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 3,746 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $56,799.

    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 3,988 shares
    Change vs previous 13F +3,877 shares

    <0.01% of the 13F portfolio, value $52,044.

    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 111 shares
    Change vs previous 13F -1,850 shares

    <0.01% of the 13F portfolio, value $1,815.

    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 1,961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,492.

    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).