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Disclosery

WFG Advisors, LP: MSFT position timeline

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

WFG Advisors, LP held 83,817 MSFT 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 83,817 shares
    Change vs previous 13F +9,043 shares

    1.31% of the 13F portfolio, value $5,778,000.

    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 74,774 shares
    Change vs previous 13F +6,417 shares

    1.31% of the 13F portfolio, value $4,925,000.

    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 68,357 shares
    Change vs previous 13F -11,960 shares

    1.04% of the 13F portfolio, value $4,248,000.

    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 80,317 shares
    Change vs previous 13F +2,242 shares

    1.15% of the 13F portfolio, value $4,626,000.

    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 78,075 shares
    Change vs previous 13F +5,597 shares

    1.07% of the 13F portfolio, value $3,995,000.

    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 72,478 shares
    Change vs previous 13F -18,973 shares

    1.16% of the 13F portfolio, value $4,003,000.

    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 91,451 shares
    Change vs previous 13F +6,025 shares

    1.52% of the 13F portfolio, value $5,074,000.

    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 85,426 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,781,000.

    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).