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WFG Advisors, LP: GLD position timeline

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

WFG Advisors, LP held 15,673 GLD 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 15,673 shares
    Change vs previous 13F +4,022 shares

    0.42% of the 13F portfolio, value $1,850,000.

    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 11,651 shares
    Change vs previous 13F -5,074 shares

    0.37% of the 13F portfolio, value $1,383,000.

    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 16,725 shares
    Change vs previous 13F -1,069 shares

    0.45% of the 13F portfolio, value $1,833,000.

    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 17,794 shares
    Change vs previous 13F -2,237 shares

    0.56% of the 13F portfolio, value $2,236,000.

    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 20,031 shares
    Change vs previous 13F -1,207 shares

    0.68% of the 13F portfolio, value $2,533,000.

    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 21,238 shares
    Change vs previous 13F +255 shares

    0.72% of the 13F portfolio, value $2,498,000.

    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 20,983 shares
    Change vs previous 13F -1,981 shares

    0.64% of the 13F portfolio, value $2,129,000.

    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 22,964 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,454,000.

    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).