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IFP Advisors, Inc: WFC position timeline

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

IFP Advisors, Inc held 73,059 WFC 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 73,059 shares
    Change vs previous 13F +10,173 shares

    0.11% of the 13F portfolio, value $6,037,596.

    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 62,886 shares
    Change vs previous 13F +4,227 shares

    0.1% of the 13F portfolio, value $5,006,354.

    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 58,659 shares
    Change vs previous 13F +3,568 shares

    0.12% of the 13F portfolio, value $5,467,019.

    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 55,091 shares
    Change vs previous 13F +15,011 shares

    0.12% of the 13F portfolio, value $4,617,728.

    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 40,080 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $3,218,568.

    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 40,056 shares
    Change vs previous 13F -8,822 shares

    0.09% of the 13F portfolio, value $2,875,472.

    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 48,878 shares
    Change vs previous 13F +8,470 shares

    0.11% of the 13F portfolio, value $3,432,931.

    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 40,408 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,282,799.

    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).