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Disclosery

WFG Advisors, LP: IVAL position timeline

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

WFG Advisors, LP held 56,520 IVAL 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 56,520 shares
    Change vs previous 13F +28,135 shares

    0.38% of the 13F portfolio, value $1,698,000.

    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 28,385 shares
    Change vs previous 13F -27,327 shares

    0.21% of the 13F portfolio, value $802,000.

    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 55,712 shares
    Change vs previous 13F +1,480 shares

    0.35% of the 13F portfolio, value $1,431,000.

    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 54,232 shares
    Change vs previous 13F -3,852 shares

    0.33% of the 13F portfolio, value $1,346,000.

    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 58,084 shares
    Change vs previous 13F +9,554 shares

    0.34% of the 13F portfolio, value $1,272,000.

    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 48,530 shares
    Change vs previous 13F +7,140 shares

    0.33% of the 13F portfolio, value $1,132,000.

    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 41,390 shares
    Change vs previous 13F +41,390 shares

    0.3% of the 13F portfolio, value $991,000.

    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 0 shares
    Change vs previous 13F not available

    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).

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