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WFG Advisors, LP: GIS position timeline

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

WFG Advisors, LP held 33,811 GIS 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 33,811 shares
    Change vs previous 13F +2,060 shares

    0.42% of the 13F portfolio, value $1,873,000.

    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 31,751 shares
    Change vs previous 13F -3,322 shares

    0.5% of the 13F portfolio, value $1,874,000.

    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 35,073 shares
    Change vs previous 13F -3,216 shares

    0.53% of the 13F portfolio, value $2,166,000.

    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 38,289 shares
    Change vs previous 13F -1,891 shares

    0.61% of the 13F portfolio, value $2,446,000.

    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 40,180 shares
    Change vs previous 13F +1,054 shares

    0.76% of the 13F portfolio, value $2,866,000.

    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 39,126 shares
    Change vs previous 13F +1,309 shares

    0.72% of the 13F portfolio, value $2,479,000.

    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 37,817 shares
    Change vs previous 13F +1,734 shares

    0.65% of the 13F portfolio, value $2,181,000.

    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 36,083 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,025,000.

    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).