Skip to content
Disclosery

IFP Advisors, Inc: WSO position timeline

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

IFP Advisors, Inc held 722 WSO 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 722 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $300,879.

    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 779 shares
    Change vs previous 13F -90 shares

    0.01% of the 13F portfolio, value $283,392.

    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 869 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $292,810.

    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 416 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $168,189.

    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 316 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $237,224.

    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 402 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $207,866.

    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 390 shares
    Change vs previous 13F -142 shares

    0.01% of the 13F portfolio, value $188,014.

    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 532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,781.

    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).