Skip to content
Disclosery

WFG Advisors, LP: HSBC position timeline

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

WFG Advisors, LP held 195 HSBC 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 195 shares
    Change vs previous 13F -15,010 shares

    <0.01% of the 13F portfolio, value $9,000.

    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 15,205 shares
    Change vs previous 13F -65,895 shares

    0.17% of the 13F portfolio, value $621,000.

    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 81,100 shares
    Change vs previous 13F -3,550 shares

    0.8% of the 13F portfolio, value $3,259,000.

    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 84,650 shares
    Change vs previous 13F -1,173 shares

    0.79% of the 13F portfolio, value $3,184,000.

    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 85,823 shares
    Change vs previous 13F -624 shares

    0.72% of the 13F portfolio, value $2,687,000.

    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 86,447 shares
    Change vs previous 13F -7,005 shares

    0.78% of the 13F portfolio, value $2,690,000.

    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 93,452 shares
    Change vs previous 13F +373 shares

    1.1% of the 13F portfolio, value $3,689,000.

    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 93,079 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,526,000.

    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).