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Disclosery

WFG Advisors, LP: VBR position timeline

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

WFG Advisors, LP held 20,280 VBR 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 20,280 shares
    Change vs previous 13F +8,926 shares

    0.56% of the 13F portfolio, value $2,493,000.

    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 11,354 shares
    Change vs previous 13F -6,234 shares

    0.37% of the 13F portfolio, value $1,395,000.

    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 17,588 shares
    Change vs previous 13F +9,782 shares

    0.52% of the 13F portfolio, value $2,128,000.

    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 7,806 shares
    Change vs previous 13F +274 shares

    0.22% of the 13F portfolio, value $864,000.

    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 7,532 shares
    Change vs previous 13F +1,402 shares

    0.21% of the 13F portfolio, value $793,000.

    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 6,130 shares
    Change vs previous 13F +614 shares

    0.18% of the 13F portfolio, value $625,000.

    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 5,516 shares
    Change vs previous 13F +76 shares

    0.16% of the 13F portfolio, value $545,000.

    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 5,440 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $527,000.

    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).