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Disclosery

WFG Advisors, LP: VTR position timeline

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

WFG Advisors, LP held 76,380 VTR 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 76,380 shares
    Change vs previous 13F +11,930 shares

    1.2% of the 13F portfolio, value $5,307,000.

    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 64,450 shares
    Change vs previous 13F -13,611 shares

    1.12% of the 13F portfolio, value $4,192,000.

    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 78,061 shares
    Change vs previous 13F -994 shares

    1.19% of the 13F portfolio, value $4,880,000.

    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 79,055 shares
    Change vs previous 13F +2,820 shares

    1.39% of the 13F portfolio, value $5,584,000.

    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 76,235 shares
    Change vs previous 13F -2,603 shares

    1.48% of the 13F portfolio, value $5,551,000.

    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 78,838 shares
    Change vs previous 13F +2,696 shares

    1.44% of the 13F portfolio, value $4,964,000.

    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 76,142 shares
    Change vs previous 13F +8,774 shares

    1.28% of the 13F portfolio, value $4,297,000.

    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 67,368 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,777,000.

    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).