Skip to content
Disclosery

WFG Advisors, LP: SBR position timeline

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

WFG Advisors, LP held 6,699 SBR 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 6,699 shares
    Change vs previous 13F +125 shares

    0.06% of the 13F portfolio, value $260,000.

    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 6,574 shares
    Change vs previous 13F -169 shares

    0.06% of the 13F portfolio, value $234,000.

    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 6,743 shares
    Change vs previous 13F -616 shares

    0.06% of the 13F portfolio, value $237,000.

    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 7,359 shares
    Change vs previous 13F +745 shares

    0.07% of the 13F portfolio, value $271,000.

    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 6,614 shares
    Change vs previous 13F +1,012 shares

    0.06% of the 13F portfolio, value $221,000.

    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 5,602 shares
    Change vs previous 13F +849 shares

    0.05% of the 13F portfolio, value $166,000.

    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 4,753 shares
    Change vs previous 13F +2,524 shares

    0.04% of the 13F portfolio, value $125,000.

    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 2,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $68,000.

    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).