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WFG Advisors, LP: CFR position timeline

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

WFG Advisors, LP held 24,392 CFR 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 24,392 shares
    Change vs previous 13F +6,108 shares

    0.52% of the 13F portfolio, value $2,291,000.

    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 18,284 shares
    Change vs previous 13F -6,516 shares

    0.43% of the 13F portfolio, value $1,627,000.

    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 24,800 shares
    Change vs previous 13F +972 shares

    0.54% of the 13F portfolio, value $2,188,000.

    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 23,828 shares
    Change vs previous 13F -1,057 shares

    0.43% of the 13F portfolio, value $1,714,000.

    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 24,885 shares
    Change vs previous 13F -3,667 shares

    0.42% of the 13F portfolio, value $1,586,000.

    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 28,552 shares
    Change vs previous 13F +5,803 shares

    0.46% of the 13F portfolio, value $1,574,000.

    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 22,749 shares
    Change vs previous 13F -1,657 shares

    0.41% of the 13F portfolio, value $1,365,000.

    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 24,406 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,552,000.

    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).