Skip to content
Disclosery

WFG Advisors, LP: IVV position timeline

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

WFG Advisors, LP held 3,476 IVV 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 3,476 shares
    Change vs previous 13F +3,180 shares

    0.19% of the 13F portfolio, value $846,000.

    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 296 shares
    Change vs previous 13F -784 shares

    0.02% of the 13F portfolio, value $70,000.

    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 1,080 shares
    Change vs previous 13F -422 shares

    0.06% of the 13F portfolio, value $243,000.

    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 1,502 shares
    Change vs previous 13F +51 shares

    0.08% of the 13F portfolio, value $327,000.

    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 1,451 shares
    Change vs previous 13F -289 shares

    0.08% of the 13F portfolio, value $305,000.

    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 1,740 shares
    Change vs previous 13F -763 shares

    0.1% of the 13F portfolio, value $360,000.

    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 2,503 shares
    Change vs previous 13F -324 shares

    0.15% of the 13F portfolio, value $513,000.

    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 2,827 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $545,000.

    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).