IFP Advisors, Inc

SEC CIK: 0001641866
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

WHG holding history

Westwood Holdings Group Inc 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of WHG by IFP Advisors, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−992−100.0%	Sold out	Holders
Q2 2024	992	$12.1K	<0.1%	−298−23.1%	Reduced	Holders
Q1 2024	1,290	$15.9K	<0.1%	+868+205.7%	Added	Holders
Q4 2023	422	$5.30K	<0.1%	+422	New	Holders