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Disclosery

WFG Advisors, LP: AGG position timeline

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

WFG Advisors, LP held 40,857 AGG 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 40,857 shares
    Change vs previous 13F +1,456 shares

    1.01% of the 13F portfolio, value $4,474,000.

    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 39,401 shares
    Change vs previous 13F +24,198 shares

    1.14% of the 13F portfolio, value $4,275,000.

    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 15,203 shares
    Change vs previous 13F +6,540 shares

    0.4% of the 13F portfolio, value $1,643,000.

    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 8,663 shares
    Change vs previous 13F +485 shares

    0.24% of the 13F portfolio, value $974,000.

    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 8,178 shares
    Change vs previous 13F -3,846 shares

    0.25% of the 13F portfolio, value $921,000.

    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 12,024 shares
    Change vs previous 13F +534 shares

    0.39% of the 13F portfolio, value $1,333,000.

    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 11,490 shares
    Change vs previous 13F +245 shares

    0.37% of the 13F portfolio, value $1,241,000.

    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 11,245 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,232,000.

    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).