Skip to content
Disclosery

IFP Advisors, Inc: WEX position timeline

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

IFP Advisors, Inc held 98 WEX 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 98 shares
    Change vs previous 13F -227 shares

    <0.01% of the 13F portfolio, value $13,827.

    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 325 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $49,738.

    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 371 shares
    Change vs previous 13F +257 shares

    <0.01% of the 13F portfolio, value $55,272.

    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 114 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $17,958.

    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 59 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $19,536.

    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 106 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $16,642.

    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 110 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $19,285.

    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 69 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,470.

    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).