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Disclosery

WFG Advisors, LP: SHM position timeline

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

WFG Advisors, LP held 2,356 SHM 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 2,356 shares
    Change vs previous 13F +166 shares

    0.03% of the 13F portfolio, value $114,000.

    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 2,190 shares
    Change vs previous 13F +996 shares

    0.03% of the 13F portfolio, value $106,000.

    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 1,194 shares
    Change vs previous 13F +501 shares

    0.01% of the 13F portfolio, value $57,000.

    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 693 shares
    Change vs previous 13F +168 shares

    0.01% of the 13F portfolio, value $34,000.

    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 525 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $26,000.

    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 424 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,000.

    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).