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WFG Advisors, LP: VNQ position timeline

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

WFG Advisors, LP held 41,243 VNQ 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 41,243 shares
    Change vs previous 13F +8,860 shares

    0.78% of the 13F portfolio, value $3,433,000.

    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 32,383 shares
    Change vs previous 13F +5,206 shares

    0.71% of the 13F portfolio, value $2,674,000.

    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 27,177 shares
    Change vs previous 13F -5,932 shares

    0.55% of the 13F portfolio, value $2,243,000.

    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 33,109 shares
    Change vs previous 13F +8,617 shares

    0.71% of the 13F portfolio, value $2,872,000.

    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 24,492 shares
    Change vs previous 13F +2,945 shares

    0.58% of the 13F portfolio, value $2,172,000.

    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 21,547 shares
    Change vs previous 13F +128 shares

    0.52% of the 13F portfolio, value $1,806,000.

    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 21,419 shares
    Change vs previous 13F +2,575 shares

    0.51% of the 13F portfolio, value $1,708,000.

    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 18,844 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,423,000.

    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).