Skip to content
Disclosery

WFG Advisors, LP: FAD position timeline

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

WFG Advisors, LP held 3,288 FAD 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 3,288 shares
    Change vs previous 13F +570 shares

    0.04% of the 13F portfolio, value $192,000.

    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 2,718 shares
    Change vs previous 13F -333 shares

    0.04% of the 13F portfolio, value $153,000.

    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 3,051 shares
    Change vs previous 13F -254 shares

    0.04% of the 13F portfolio, value $160,000.

    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 3,305 shares
    Change vs previous 13F +291 shares

    0.04% of the 13F portfolio, value $175,000.

    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 3,014 shares
    Change vs previous 13F +138 shares

    0.04% of the 13F portfolio, value $154,000.

    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 2,876 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $142,000.

    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 2,873 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $143,000.

    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 2,799 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $133,000.

    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).