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Disclosery

WFG Advisors, LP: SPIB position timeline

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

WFG Advisors, LP held 6,295 SPIB 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 6,295 shares
    Change vs previous 13F +1,188 shares

    0.05% of the 13F portfolio, value $217,000.

    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 5,107 shares
    Change vs previous 13F -1,344 shares

    0.05% of the 13F portfolio, value $174,000.

    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 6,451 shares
    Change vs previous 13F +6,451 shares

    0.05% of the 13F portfolio, value $219,000.

    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 ended2016-06-30
    13F 0 shares
    Change vs previous 13F -2,270 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2016-03-31
    13F 2,270 shares
    Change vs previous 13F +743 shares

    0.02% of the 13F portfolio, value $78,000.

    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).

  6. period ended2015-12-31
    13F 1,527 shares
    Change vs previous 13F +449 shares

    0.02% of the 13F portfolio, value $51,000.

    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).

  7. period ended2015-09-30
    13F 1,078 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $37,000.

    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).