Skip to content
Disclosery

WFG Advisors, LP: ADX position timeline

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

WFG Advisors, LP held 31,363 ADX 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 31,363 shares
    Change vs previous 13F +31,363 shares

    0.1% of the 13F portfolio, value $448,000.

    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 ended2015-12-31
    13F 0 shares
    Change vs previous 13F -9,069 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2015-09-30
    13F 9,069 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $116,000.

    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).