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Disclosery

WFG Advisors, LP: IWV position timeline

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

WFG Advisors, LP held 79,061 IWV 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 79,061 shares
    Change vs previous 13F +6,503 shares

    2.58% of the 13F portfolio, value $11,386,000.

    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 72,558 shares
    Change vs previous 13F +15,820 shares

    2.71% of the 13F portfolio, value $10,151,000.

    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 56,738 shares
    Change vs previous 13F +11,012 shares

    1.85% of the 13F portfolio, value $7,545,000.

    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 45,726 shares
    Change vs previous 13F +5,072 shares

    1.46% of the 13F portfolio, value $5,862,000.

    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 40,654 shares
    Change vs previous 13F -5,871 shares

    1.34% of the 13F portfolio, value $5,042,000.

    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 46,525 shares
    Change vs previous 13F +517 shares

    1.63% of the 13F portfolio, value $5,623,000.

    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 46,008 shares
    Change vs previous 13F +1,044 shares

    1.66% of the 13F portfolio, value $5,535,000.

    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 44,964 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $5,121,000.

    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).