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IFP Advisors, Inc: WES position timeline

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

IFP Advisors, Inc held 2,801 WES 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 2,801 shares
    Change vs previous 13F -1,407 shares

    <0.01% of the 13F portfolio, value $122,572.

    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 4,208 shares
    Change vs previous 13F -5,473 shares

    <0.01% of the 13F portfolio, value $173,243.

    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 9,681 shares
    Change vs previous 13F +1,217 shares

    0.01% of the 13F portfolio, value $382,400.

    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 8,464 shares
    Change vs previous 13F -2,293 shares

    0.01% of the 13F portfolio, value $332,551.

    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 10,757 shares
    Change vs previous 13F +459 shares

    0.01% of the 13F portfolio, value $416,328.

    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 10,298 shares
    Change vs previous 13F +3,111 shares

    0.01% of the 13F portfolio, value $421,728.

    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 7,187 shares
    Change vs previous 13F +1,657 shares

    0.01% of the 13F portfolio, value $276,216.

    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 5,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,585.

    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).