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Disclosery

WFG Advisors, LP: BRK-B position timeline

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

WFG Advisors, LP held 21,627 BRK-B 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 21,627 shares
    Change vs previous 13F +1,152 shares

    0.83% of the 13F portfolio, value $3,663,000.

    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 20,475 shares
    Change vs previous 13F -1,966 shares

    0.91% of the 13F portfolio, value $3,413,000.

    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 22,441 shares
    Change vs previous 13F -811 shares

    0.9% of the 13F portfolio, value $3,657,000.

    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 23,252 shares
    Change vs previous 13F +631 shares

    0.84% of the 13F portfolio, value $3,359,000.

    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 22,621 shares
    Change vs previous 13F +5,290 shares

    0.87% of the 13F portfolio, value $3,275,000.

    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 17,331 shares
    Change vs previous 13F +712 shares

    0.71% of the 13F portfolio, value $2,459,000.

    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 16,619 shares
    Change vs previous 13F +139 shares

    0.66% of the 13F portfolio, value $2,194,000.

    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 16,480 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,149,000.

    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).