WFG Advisors, LP: CDW position timeline

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

WFG Advisors, LP held 0 CDW shares at 2017-03-31 per its 13F-HR filed 2017-05-10.

the latest 13F is the newest step

period ended2017-03-31
13F 0 shares
Change vs previous 13F -12,635 shares
13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
Filed 2017-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2016-12-31
13F/A 12,635 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $658,000.
13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
Filed 2017-03-01 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC
Acceptance time not in the bulk data set (spec §4.2).