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Disclosery

WFG Advisors, LP: CVS position timeline

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

WFG Advisors, LP held 11,047 CVS 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 11,047 shares
    Change vs previous 13F -1,420 shares

    0.2% of the 13F portfolio, value $889,000.

    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 12,467 shares
    Change vs previous 13F +538 shares

    0.26% of the 13F portfolio, value $979,000.

    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 11,929 shares
    Change vs previous 13F +3,092 shares

    0.23% of the 13F portfolio, value $941,000.

    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 8,837 shares
    Change vs previous 13F -1,826 shares

    0.2% of the 13F portfolio, value $786,000.

    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 10,663 shares
    Change vs previous 13F +509 shares

    0.27% of the 13F portfolio, value $1,021,000.

    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 10,154 shares
    Change vs previous 13F -182 shares

    0.3% of the 13F portfolio, value $1,053,000.

    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 10,336 shares
    Change vs previous 13F -342 shares

    0.3% of the 13F portfolio, value $1,011,000.

    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 10,678 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,030,000.

    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).