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Disclosery

WFG Advisors, LP: SPY position timeline

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

WFG Advisors, LP held 6,061 SPY 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 6,061 shares
    Change vs previous 13F +324 shares

    0.33% of the 13F portfolio, value $1,466,000.

    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 5,737 shares
    Change vs previous 13F -395 shares

    0.36% of the 13F portfolio, value $1,352,000.

    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 6,132 shares
    Change vs previous 13F +106 shares

    0.34% of the 13F portfolio, value $1,371,000.

    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 6,026 shares
    Change vs previous 13F +151 shares

    0.32% of the 13F portfolio, value $1,303,000.

    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 5,875 shares
    Change vs previous 13F -224 shares

    0.33% of the 13F portfolio, value $1,231,000.

    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 6,099 shares
    Change vs previous 13F -5,085 shares

    0.36% of the 13F portfolio, value $1,253,000.

    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 11,184 shares
    Change vs previous 13F +1,013 shares

    0.68% of the 13F portfolio, value $2,280,000.

    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 10,171 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,949,000.

    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).