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IFP Advisors, Inc: WEA position timeline

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

IFP Advisors, Inc held 894 WEA 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 894 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $9,521.

    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 1,082 shares
    Change vs previous 13F -9,822 shares

    <0.01% of the 13F portfolio, value $11,448.

    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 10,904 shares
    Change vs previous 13F -53,091 shares

    <0.01% of the 13F portfolio, value $120,271.

    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 63,995 shares
    Change vs previous 13F -4,153 shares

    0.02% of the 13F portfolio, value $718,664.

    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 68,148 shares
    Change vs previous 13F -1,977 shares

    0.02% of the 13F portfolio, value $739,382.

    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 70,125 shares
    Change vs previous 13F -8,982 shares

    0.02% of the 13F portfolio, value $786,097.

    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 79,107 shares
    Change vs previous 13F -4,705 shares

    0.03% of the 13F portfolio, value $851,962.

    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 83,812 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $945,412.

    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).