Skip to content
Disclosery

WFG Advisors, LP: AEP position timeline

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

WFG Advisors, LP held 2,039 AEP 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 2,039 shares
    Change vs previous 13F +543 shares

    0.03% of the 13F portfolio, value $142,000.

    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 1,496 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $100,000.

    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 1,765 shares
    Change vs previous 13F -824 shares

    0.03% of the 13F portfolio, value $111,000.

    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 2,589 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $166,000.

    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 2,574 shares
    Change vs previous 13F +88 shares

    0.05% of the 13F portfolio, value $180,000.

    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 2,486 shares
    Change vs previous 13F +162 shares

    0.05% of the 13F portfolio, value $165,000.

    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 2,324 shares
    Change vs previous 13F -21 shares

    0.04% of the 13F portfolio, value $135,000.

    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 2,345 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $133,000.

    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).