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Disclosery

WFG Advisors, LP: PSEC position timeline

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

WFG Advisors, LP held 371,436 PSEC 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 371,436 shares
    Change vs previous 13F +14,844 shares

    0.68% of the 13F portfolio, value $3,016,000.

    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 356,592 shares
    Change vs previous 13F -46,987 shares

    0.86% of the 13F portfolio, value $3,224,000.

    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 403,579 shares
    Change vs previous 13F +57,057 shares

    0.83% of the 13F portfolio, value $3,370,000.

    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 346,522 shares
    Change vs previous 13F +204,861 shares

    0.7% of the 13F portfolio, value $2,807,000.

    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 141,661 shares
    Change vs previous 13F +12,382 shares

    0.3% of the 13F portfolio, value $1,108,000.

    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 129,279 shares
    Change vs previous 13F +10,064 shares

    0.27% of the 13F portfolio, value $940,000.

    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 119,215 shares
    Change vs previous 13F -12,511 shares

    0.25% of the 13F portfolio, value $832,000.

    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 131,726 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $939,000.

    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).