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WFG Advisors, LP: AAPL position timeline

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

WFG Advisors, LP held 51,659 AAPL shares at 2017-06-30 per its 13F-HR filed 2017-08-18.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 51,659 shares
    Change vs previous 13F +16,765 shares

    1.68% of the 13F portfolio, value $7,440,000.

    13F-HR 0001580642-17-004497 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 34,894 shares
    Change vs previous 13F -14,972 shares

    1.34% of the 13F portfolio, value $5,013,000.

    13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F/A 49,866 shares
    Change vs previous 13F -24,708 shares

    1.41% of the 13F portfolio, value $5,776,000.

    13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 74,574 shares
    Change vs previous 13F -1,357 shares

    2.1% of the 13F portfolio, value $8,431,000.

    13F-HR 0001580642-16-012052 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 75,931 shares
    Change vs previous 13F +12,371 shares

    1.94% of the 13F portfolio, value $7,259,000.

    13F-HR 0001580642-16-010192 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 63,560 shares
    Change vs previous 13F -12,800 shares

    2% of the 13F portfolio, value $6,927,000.

    13F-HR 0001580642-16-008609 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 76,360 shares
    Change vs previous 13F +6,894 shares

    2.4% of the 13F portfolio, value $8,038,000.

    13F-HR 0001580642-16-006748 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 69,466 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $7,662,000.

    13F-HR 0001580642-15-005172 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).