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WFG Advisors, LP: PM position timeline

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

WFG Advisors, LP held 12,753 PM 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 12,753 shares
    Change vs previous 13F +2,951 shares

    0.34% of the 13F portfolio, value $1,498,000.

    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 9,802 shares
    Change vs previous 13F -7,162 shares

    0.3% of the 13F portfolio, value $1,107,000.

    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 16,964 shares
    Change vs previous 13F -792 shares

    0.38% of the 13F portfolio, value $1,552,000.

    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 17,756 shares
    Change vs previous 13F +1,844 shares

    0.43% of the 13F portfolio, value $1,726,000.

    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 15,912 shares
    Change vs previous 13F +82 shares

    0.43% of the 13F portfolio, value $1,619,000.

    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 15,830 shares
    Change vs previous 13F -972 shares

    0.45% of the 13F portfolio, value $1,553,000.

    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 16,802 shares
    Change vs previous 13F +3,556 shares

    0.44% of the 13F portfolio, value $1,477,000.

    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 13,246 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,051,000.

    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).