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Disclosery

WFG Advisors, LP: MTUM position timeline

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

WFG Advisors, LP held 20,211 MTUM 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 20,211 shares
    Change vs previous 13F +8,181 shares

    0.41% of the 13F portfolio, value $1,797,000.

    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 12,030 shares
    Change vs previous 13F -7,889 shares

    0.27% of the 13F portfolio, value $994,000.

    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 19,919 shares
    Change vs previous 13F +1,193 shares

    0.37% of the 13F portfolio, value $1,511,000.

    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 18,726 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,449,000.

    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).