Skip to content
Disclosery

WFG Advisors, LP: USA position timeline

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

WFG Advisors, LP held 23,770 USA 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 23,770 shares
    Change vs previous 13F -7,268 shares

    0.03% of the 13F portfolio, value $135,000.

    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 31,038 shares
    Change vs previous 13F +1,276 shares

    0.05% of the 13F portfolio, value $169,000.

    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 29,762 shares
    Change vs previous 13F -5,639 shares

    0.04% of the 13F portfolio, value $154,000.

    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 35,401 shares
    Change vs previous 13F -7,626 shares

    0.05% of the 13F portfolio, value $183,000.

    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 43,027 shares
    Change vs previous 13F +487 shares

    0.06% of the 13F portfolio, value $216,000.

    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 42,540 shares
    Change vs previous 13F -4,270 shares

    0.06% of the 13F portfolio, value $211,000.

    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 46,810 shares
    Change vs previous 13F +543 shares

    0.07% of the 13F portfolio, value $250,000.

    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 46,267 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $235,000.

    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).