Skip to content

WFG Advisors, LP: RVT position timeline

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

WFG Advisors, LP held 241,695 RVT 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 241,695 shares
    Change vs previous 13F +16,661 shares

    0.8% of the 13F portfolio, value $3,526,000.

    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 225,034 shares
    Change vs previous 13F +53,169 shares

    0.84% of the 13F portfolio, value $3,150,000.

    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 171,865 shares
    Change vs previous 13F +21,164 shares

    0.56% of the 13F portfolio, value $2,301,000.

    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 150,701 shares
    Change vs previous 13F +124,399 shares

    0.47% of the 13F portfolio, value $1,908,000.

    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 26,302 shares
    Change vs previous 13F +12,973 shares

    0.08% of the 13F portfolio, value $310,000.

    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 13,329 shares
    Change vs previous 13F +57 shares

    0.05% of the 13F portfolio, value $156,000.

    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 13,272 shares
    Change vs previous 13F -935 shares

    0.05% of the 13F portfolio, value $156,000.

    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 14,207 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $163,000.

    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).