KLG β€” WK KELLOGG CO

Ownership history in IFP Advisors, Inc  Β·  6 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported WK KELLOGG CO (KLG) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows KLG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in WK KELLOGG CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KLG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held KLG β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,325 -362 -21.5% 0.00% $32K 2025-12-02 β€”
2025 Q2 ADDED 1,687 +79 +4.9% 0.00% $28K 2025-07-24 β€”
2025 Q1 ADDED 1,608 +137 +9.3% 0.00% $32K 2025-05-05 β€”
2024 Q4 REDUCED 1,471 -3,446 -70.1% 0.00% $25K 2025-02-04 β€”
2024 Q2 ADDED 4,917 +87 +1.8% 0.00% $92K 2024-07-30 β€”
2023 Q4 INITIATED 4,830 β€” β€” 0.00% $63K 2024-01-09 β€”

🏒 Other funds also holding KLG

As of 2025 Q4 β€” sorted by position size

Nebula Research & Development LLC 0.02%

FAQ About IFP Advisors, Inc and KLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning KLG?

IFP Advisors, Inc reported KLG across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported KLG position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for KLG was 0.00% in 2024 Q2.

What is the latest reported KLG position on this page?

The most recent filing on this page is 2025 Q3, when IFP Advisors, Inc reported 1,325 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this KLG ownership page compare?

The chart compares IFP Advisors, Inc's quarterly KLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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