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Disclosery

WFG Advisors, LP: IWD position timeline

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

WFG Advisors, LP held 13,973 IWD 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 13,973 shares
    Change vs previous 13F +2,251 shares

    0.37% of the 13F portfolio, value $1,627,000.

    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 11,722 shares
    Change vs previous 13F +4,048 shares

    0.36% of the 13F portfolio, value $1,347,000.

    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 7,674 shares
    Change vs previous 13F +2,366 shares

    0.21% of the 13F portfolio, value $860,000.

    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 5,308 shares
    Change vs previous 13F +2,232 shares

    0.14% of the 13F portfolio, value $561,000.

    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 3,076 shares
    Change vs previous 13F +800 shares

    0.08% of the 13F portfolio, value $318,000.

    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 2,276 shares
    Change vs previous 13F +1,680 shares

    0.07% of the 13F portfolio, value $225,000.

    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 596 shares
    Change vs previous 13F +221 shares

    0.02% of the 13F portfolio, value $58,000.

    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 375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $35,000.

    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).