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Disclosery

WFG Advisors, LP: DUK position timeline

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

WFG Advisors, LP held 9,117 DUK 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 9,117 shares
    Change vs previous 13F +1,231 shares

    0.17% of the 13F portfolio, value $762,000.

    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 7,886 shares
    Change vs previous 13F -1,461 shares

    0.17% of the 13F portfolio, value $647,000.

    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 9,347 shares
    Change vs previous 13F -579 shares

    0.18% of the 13F portfolio, value $726,000.

    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 9,926 shares
    Change vs previous 13F +405 shares

    0.2% of the 13F portfolio, value $794,000.

    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 9,521 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $817,000.

    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 9,519 shares
    Change vs previous 13F +662 shares

    0.22% of the 13F portfolio, value $768,000.

    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 8,857 shares
    Change vs previous 13F +618 shares

    0.19% of the 13F portfolio, value $632,000.

    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 8,239 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $593,000.

    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).