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Disclosery

WFG Advisors, LP: IFV position timeline

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

WFG Advisors, LP held 21,589 IFV 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 21,589 shares
    Change vs previous 13F +780 shares

    0.1% of the 13F portfolio, value $424,000.

    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 20,809 shares
    Change vs previous 13F -679 shares

    0.11% of the 13F portfolio, value $398,000.

    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 21,488 shares
    Change vs previous 13F -1,399 shares

    0.09% of the 13F portfolio, value $366,000.

    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 22,887 shares
    Change vs previous 13F -622 shares

    0.1% of the 13F portfolio, value $400,000.

    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 23,509 shares
    Change vs previous 13F +2,031 shares

    0.1% of the 13F portfolio, value $390,000.

    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 21,478 shares
    Change vs previous 13F -18,505 shares

    0.11% of the 13F portfolio, value $368,000.

    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 39,983 shares
    Change vs previous 13F -12,302 shares

    0.21% of the 13F portfolio, value $715,000.

    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 52,285 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $893,000.

    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).