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Disclosery

WFG Advisors, LP: JPM position timeline

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

WFG Advisors, LP held 15,519 JPM 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 15,519 shares
    Change vs previous 13F +5,507 shares

    0.32% of the 13F portfolio, value $1,418,000.

    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 10,012 shares
    Change vs previous 13F -254 shares

    0.23% of the 13F portfolio, value $879,000.

    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 10,266 shares
    Change vs previous 13F -10,624 shares

    0.22% of the 13F portfolio, value $886,000.

    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 20,890 shares
    Change vs previous 13F +4,036 shares

    0.35% of the 13F portfolio, value $1,391,000.

    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 16,854 shares
    Change vs previous 13F +648 shares

    0.28% of the 13F portfolio, value $1,047,000.

    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 16,206 shares
    Change vs previous 13F +1,637 shares

    0.28% of the 13F portfolio, value $960,000.

    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 14,569 shares
    Change vs previous 13F +449 shares

    0.29% of the 13F portfolio, value $962,000.

    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 14,120 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $861,000.

    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).