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Disclosery

WFG Advisors, LP: HTGC position timeline

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

WFG Advisors, LP held 9,182 HTGC 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 9,182 shares
    Change vs previous 13F -21,892 shares

    0.03% of the 13F portfolio, value $122,000.

    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 31,074 shares
    Change vs previous 13F +625 shares

    0.13% of the 13F portfolio, value $470,000.

    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 30,449 shares
    Change vs previous 13F +20,499 shares

    0.11% of the 13F portfolio, value $430,000.

    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 9,950 shares
    Change vs previous 13F -1,250 shares

    0.03% of the 13F portfolio, value $135,000.

    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 11,200 shares
    Change vs previous 13F +2,000 shares

    0.04% of the 13F portfolio, value $139,000.

    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 9,200 shares
    Change vs previous 13F +9,200 shares

    0.03% of the 13F portfolio, value $110,000.

    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 0 shares
    Change vs previous 13F -350 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2015-09-30
    13F 350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,000.

    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).