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Disclosery

WFG Advisors, LP: DWM position timeline

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

WFG Advisors, LP held 1,687 DWM 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 1,687 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $88,000.

    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 1,687 shares
    Change vs previous 13F -930 shares

    0.02% of the 13F portfolio, value $84,000.

    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 2,617 shares
    Change vs previous 13F -1,880 shares

    0.03% of the 13F portfolio, value $121,000.

    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 4,497 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $212,000.

    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 4,483 shares
    Change vs previous 13F +48 shares

    0.05% of the 13F portfolio, value $201,000.

    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 4,435 shares
    Change vs previous 13F +307 shares

    0.06% of the 13F portfolio, value $203,000.

    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 4,128 shares
    Change vs previous 13F +16 shares

    0.06% of the 13F portfolio, value $192,000.

    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 4,112 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $187,000.

    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).