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WFG Advisors, LP: PDT position timeline

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

WFG Advisors, LP held 7,680 PDT 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 7,680 shares
    Change vs previous 13F -546 shares

    0.03% of the 13F portfolio, value $129,000.

    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 8,226 shares
    Change vs previous 13F -2,108 shares

    0.03% of the 13F portfolio, value $131,000.

    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 10,334 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $162,000.

    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 10,342 shares
    Change vs previous 13F +2,590 shares

    0.04% of the 13F portfolio, value $170,000.

    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 7,752 shares
    Change vs previous 13F +183 shares

    0.03% of the 13F portfolio, value $131,000.

    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 7,569 shares
    Change vs previous 13F -604 shares

    0.03% of the 13F portfolio, value $114,000.

    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 8,173 shares
    Change vs previous 13F +4,384 shares

    0.03% of the 13F portfolio, value $112,000.

    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 3,789 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $48,000.

    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).