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Disclosery

WFG Advisors, LP: FEX position timeline

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

WFG Advisors, LP held 16,964 FEX 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 16,964 shares
    Change vs previous 13F -763 shares

    0.2% of the 13F portfolio, value $902,000.

    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 17,727 shares
    Change vs previous 13F -8,578 shares

    0.24% of the 13F portfolio, value $915,000.

    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 26,305 shares
    Change vs previous 13F -7,566 shares

    0.31% of the 13F portfolio, value $1,283,000.

    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 33,871 shares
    Change vs previous 13F -2,815 shares

    0.39% of the 13F portfolio, value $1,583,000.

    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 36,686 shares
    Change vs previous 13F +1,133 shares

    0.44% of the 13F portfolio, value $1,653,000.

    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 35,553 shares
    Change vs previous 13F -252 shares

    0.46% of the 13F portfolio, value $1,586,000.

    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 35,805 shares
    Change vs previous 13F -611 shares

    0.46% of the 13F portfolio, value $1,549,000.

    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 36,416 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,523,000.

    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).