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Disclosery

WFG Advisors, LP: EPR position timeline

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

WFG Advisors, LP held 7,026 EPR 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 7,026 shares
    Change vs previous 13F +2,178 shares

    0.11% of the 13F portfolio, value $505,000.

    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 4,848 shares
    Change vs previous 13F -278 shares

    0.1% of the 13F portfolio, value $357,000.

    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 5,126 shares
    Change vs previous 13F +2,120 shares

    0.09% of the 13F portfolio, value $368,000.

    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 3,006 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $237,000.

    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).