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Disclosery

WFG Advisors, LP: UPS position timeline

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

WFG Advisors, LP held 3,893 UPS 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 3,893 shares
    Change vs previous 13F +386 shares

    0.1% of the 13F portfolio, value $430,000.

    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 3,507 shares
    Change vs previous 13F +953 shares

    0.1% of the 13F portfolio, value $376,000.

    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 2,554 shares
    Change vs previous 13F -72 shares

    0.07% of the 13F portfolio, value $293,000.

    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 2,626 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $287,000.

    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 2,571 shares
    Change vs previous 13F +538 shares

    0.07% of the 13F portfolio, value $277,000.

    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 2,033 shares
    Change vs previous 13F -53 shares

    0.06% of the 13F portfolio, value $214,000.

    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 2,086 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $201,000.

    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 2,074 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $205,000.

    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).