Skip to content
Disclosery

WFG Advisors, LP: URI position timeline

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

WFG Advisors, LP held 0 URI shares at 2017-03-31 per its 13F-HR filed 2017-05-10.

the latest 13F is the newest step

  1. period ended2017-03-31
    13F 0 shares
    Change vs previous 13F -1,390 shares

    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).

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

  2. period ended2016-12-31
    13F/A 1,390 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $147,000.

    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).

  3. period ended2016-09-30
    13F 1,260 shares
    Change vs previous 13F -475 shares

    0.02% of the 13F portfolio, value $99,000.

    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).

  4. period ended2016-06-30
    13F 1,735 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $116,000.

    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).

  5. period ended2016-03-31
    13F 1,658 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $103,000.

    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 1,358 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $99,000.

    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 1,377 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $83,000.

    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).