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IFP Advisors, Inc: WMT position timeline

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

IFP Advisors, Inc held 154,200 WMT 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 154,200 shares
    Change vs previous 13F +13,641 shares

    0.32% of the 13F portfolio, value $17,464,692.

    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 140,559 shares
    Change vs previous 13F +3,614 shares

    0.36% of the 13F portfolio, value $17,468,673.

    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 136,945 shares
    Change vs previous 13F +2,421 shares

    0.34% of the 13F portfolio, value $15,257,042.

    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 134,524 shares
    Change vs previous 13F +13,683 shares

    0.36% of the 13F portfolio, value $13,864,043.

    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 120,841 shares
    Change vs previous 13F +22,015 shares

    0.34% of the 13F portfolio, value $11,816,832.

    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 98,826 shares
    Change vs previous 13F +11,296 shares

    0.27% of the 13F portfolio, value $8,677,616.

    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 87,530 shares
    Change vs previous 13F +7,687 shares

    0.26% of the 13F portfolio, value $7,908,351.

    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 79,843 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,447,225.

    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).