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IFP Advisors, Inc: WM position timeline

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

IFP Advisors, Inc held 12,427 WM 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 12,427 shares
    Change vs previous 13F +1,049 shares

    0.05% of the 13F portfolio, value $2,769,730.

    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 11,378 shares
    Change vs previous 13F +716 shares

    0.05% of the 13F portfolio, value $2,614,551.

    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 10,662 shares
    Change vs previous 13F +228 shares

    0.05% of the 13F portfolio, value $2,342,548.

    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 10,434 shares
    Change vs previous 13F +606 shares

    0.06% of the 13F portfolio, value $2,304,140.

    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 9,828 shares
    Change vs previous 13F -521 shares

    0.07% of the 13F portfolio, value $2,418,779.

    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 10,349 shares
    Change vs previous 13F +807 shares

    0.07% of the 13F portfolio, value $2,395,921.

    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 9,542 shares
    Change vs previous 13F +1,360 shares

    0.06% of the 13F portfolio, value $1,925,354.

    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 8,182 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,698,516.

    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).