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WFG Advisors, LP: PEP position timeline

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

WFG Advisors, LP held 6,349 PEP 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 6,349 shares
    Change vs previous 13F -1,234 shares

    0.17% of the 13F portfolio, value $733,000.

    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 7,583 shares
    Change vs previous 13F -845 shares

    0.23% of the 13F portfolio, value $848,000.

    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 8,428 shares
    Change vs previous 13F +2,659 shares

    0.22% of the 13F portfolio, value $882,000.

    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 5,769 shares
    Change vs previous 13F -2,217 shares

    0.16% of the 13F portfolio, value $627,000.

    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 7,986 shares
    Change vs previous 13F +2,016 shares

    0.23% of the 13F portfolio, value $846,000.

    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 5,970 shares
    Change vs previous 13F -18 shares

    0.18% of the 13F portfolio, value $612,000.

    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 5,988 shares
    Change vs previous 13F +50 shares

    0.18% of the 13F portfolio, value $598,000.

    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 5,938 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $560,000.

    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).