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Disclosery

WFG Advisors, LP: ITOT position timeline

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

WFG Advisors, LP held 91,953 ITOT 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 91,953 shares
    Change vs previous 13F +1,255 shares

    1.15% of the 13F portfolio, value $5,096,000.

    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 90,698 shares
    Change vs previous 13F +83,844 shares

    1.31% of the 13F portfolio, value $4,900,000.

    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 6,854 shares
    Change vs previous 13F -1,026 shares

    0.09% of the 13F portfolio, value $352,000.

    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 7,880 shares
    Change vs previous 13F +4,000 shares

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

    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 3,880 shares
    Change vs previous 13F +532 shares

    0.1% of the 13F portfolio, value $370,000.

    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 3,348 shares
    Change vs previous 13F +2,162 shares

    0.09% of the 13F portfolio, value $313,000.

    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 1,186 shares
    Change vs previous 13F -366 shares

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

    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 1,552 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $136,000.

    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).