Skip to content
Disclosery

WFG Advisors, LP: FRI position timeline

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

WFG Advisors, LP held 3,367 FRI 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 3,367 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $78,000.

    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 3,349 shares
    Change vs previous 13F +214 shares

    0.02% of the 13F portfolio, value $77,000.

    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 3,135 shares
    Change vs previous 13F -1,063 shares

    0.02% of the 13F portfolio, value $72,000.

    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 4,198 shares
    Change vs previous 13F +1,128 shares

    0.03% of the 13F portfolio, value $102,000.

    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 3,070 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $76,000.

    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 3,054 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $71,000.

    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 3,035 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $67,000.

    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 3,003 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $63,000.

    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).