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Disclosery

WFG Advisors, LP: FV position timeline

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

WFG Advisors, LP held 87,053 FV 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 87,053 shares
    Change vs previous 13F +25,856 shares

    0.49% of the 13F portfolio, value $2,162,000.

    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 61,197 shares
    Change vs previous 13F -53,626 shares

    0.39% of the 13F portfolio, value $1,471,000.

    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 114,823 shares
    Change vs previous 13F -23,000 shares

    0.65% of the 13F portfolio, value $2,657,000.

    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 137,823 shares
    Change vs previous 13F -25,613 shares

    0.79% of the 13F portfolio, value $3,156,000.

    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 163,436 shares
    Change vs previous 13F -18,971 shares

    0.97% of the 13F portfolio, value $3,654,000.

    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 182,407 shares
    Change vs previous 13F +898 shares

    1.14% of the 13F portfolio, value $3,942,000.

    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 181,509 shares
    Change vs previous 13F +38,142 shares

    1.28% of the 13F portfolio, value $4,264,000.

    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 143,367 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,144,000.

    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).