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IFP Advisors, Inc: WELL position timeline

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

IFP Advisors, Inc held 4,887 WELL 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 4,887 shares
    Change vs previous 13F +453 shares

    0.02% of the 13F portfolio, value $1,109,202.

    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 4,434 shares
    Change vs previous 13F +226 shares

    0.02% of the 13F portfolio, value $876,646.

    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 4,208 shares
    Change vs previous 13F +836 shares

    0.02% of the 13F portfolio, value $781,047.

    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 3,372 shares
    Change vs previous 13F -189 shares

    0.02% of the 13F portfolio, value $600,688.

    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 3,561 shares
    Change vs previous 13F +1,117 shares

    0.02% of the 13F portfolio, value $560,662.

    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 2,444 shares
    Change vs previous 13F +1,017 shares

    0.01% of the 13F portfolio, value $374,432.

    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 1,427 shares
    Change vs previous 13F +546 shares

    0.01% of the 13F portfolio, value $179,833.

    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 881 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,781.

    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).