Skip to content
Disclosery

WFG Advisors, LP: D position timeline

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

WFG Advisors, LP held 16,529 D 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 16,529 shares
    Change vs previous 13F +2,021 shares

    0.29% of the 13F portfolio, value $1,267,000.

    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 14,508 shares
    Change vs previous 13F -1,007 shares

    0.3% of the 13F portfolio, value $1,125,000.

    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 15,515 shares
    Change vs previous 13F +3,909 shares

    0.29% of the 13F portfolio, value $1,188,000.

    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 11,606 shares
    Change vs previous 13F -3,240 shares

    0.21% of the 13F portfolio, value $862,000.

    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 14,846 shares
    Change vs previous 13F +10,514 shares

    0.31% of the 13F portfolio, value $1,157,000.

    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 4,332 shares
    Change vs previous 13F -1,036 shares

    0.09% of the 13F portfolio, value $325,000.

    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 5,368 shares
    Change vs previous 13F -663 shares

    0.11% of the 13F portfolio, value $363,000.

    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 6,031 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $424,000.

    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).