IFP Advisors, Inc

SEC CIK: 0001641866
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by IFP Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q2 2026 holdings

Shares (Q2 2026): 29,628
Value: $27.7M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of COST by IFP Advisors, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,628	$27.7M	0.5%	−1,256−4.1%	Reduced	Holders
Q1 2026	30,884	$30.8M	0.6%	+9,783+46.4%	Added	Holders
Q4 2025	21,101	$18.2M	0.4%	−286−1.3%	Reduced	Holders
Q3 2025	21,387	$19.8M	0.5%	+794+3.9%	Added	Holders
Q2 2025	20,593	$20.4M	0.6%	+974+5.0%	Added	Holders
Q1 2025	19,619	$18.6M	0.6%	−736−3.6%	Reduced	Holders
Q4 2024	20,355	$18.7M	0.6%	+3,822+23.1%	Added	Holders
Q3 2024	16,533	$17.7M	0.6%	+1,017+6.6%	Added	Holders
Q2 2024	15,516	$13.3M	0.5%	−10−0.1%	Reduced	Holders
Q1 2024	15,526	$11.4M	0.5%	+2,198+16.5%	Added	Holders
Q4 2023	13,328	$8.80M	0.4%	+22+0.2%	Added	Holders
Q3 2023	13,306	$7.52M	0.3%	+527+4.1%	Added	Holders
Q2 2023	12,779	$1.94M	0.1%	+60.0%	Added	Holders
Q1 2023	12,773	$1.94M	0.1%	−4,558−26.3%	Reduced	Holders
Q4 2022	17,331	$2.69M	0.1%	−620−3.5%	Reduced	Holders
Q3 2022	17,951	$2.84M	0.1%	+1,398+8.4%	Added	Holders
Q2 2022	16,553	$2.61M	0.1%	−18,743−53.1%	Reduced	Holders
Q1 2022	35,296	$5.54M	0.1%	+17,484+98.2%	Added	Holders
Q4 2021	17,812	$10.1M	0.2%	+945+5.6%	Added	Holders
Q3 2021	16,867	$7.57M	0.2%	−1,270−7.0%	Reduced	Holders
Q2 2021	18,137	$7.19M	0.1%	−984−5.1%	Reduced	Holders
Q1 2021	19,121	$6.73M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.