Position in WHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,853
-$105,582 QoQ
Shares Held
5,425
+22.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#275
of 458 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026IFG Advisory, LLC holds $3,630,661 across 6 Furnishings, Fixtures & Appliances names. WHR ranks #2 (5.9% of the industry book) .
All Filings in WHR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,853 | 5,425 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $319,435 | 4,428 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $340,966 | 4,338 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $419,980 | 4,141 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $283,098 | 3,141 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $354,430 | 3,096 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $309,563 | 3,029 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $333,284 | 2,737 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $346,416 | 2,591 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $282,126 | 2,137 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,070,427 | 7,567 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $685,374 | 5,084 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $541,580 | 3,497 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $242,410 | 1,403 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $314,913 | 1,342 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $576,312 | 2,827 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $613,726 | 2,815 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $626,455 | 2,843 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $504,469 | 2,795 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $293,488 | 1,596 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $228,620 | 1,765 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||