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Disclosery

WFG Advisors, LP: IDV position timeline

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

WFG Advisors, LP held 17,234 IDV 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 17,234 shares
    Change vs previous 13F +2,793 shares

    0.13% of the 13F portfolio, value $564,000.

    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 14,441 shares
    Change vs previous 13F -2,357 shares

    0.12% of the 13F portfolio, value $454,000.

    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 16,798 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $497,000.

    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 16,740 shares
    Change vs previous 13F -66 shares

    0.12% of the 13F portfolio, value $502,000.

    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 16,806 shares
    Change vs previous 13F -5,411 shares

    0.13% of the 13F portfolio, value $481,000.

    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 22,217 shares
    Change vs previous 13F -1,015 shares

    0.19% of the 13F portfolio, value $644,000.

    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 23,232 shares
    Change vs previous 13F +1,133 shares

    0.2% of the 13F portfolio, value $667,000.

    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 22,099 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $622,000.

    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).