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Disclosery

WFG Advisors, LP: WFC position timeline

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

WFG Advisors, LP held 40,668 WFC 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 40,668 shares
    Change vs previous 13F -4,566 shares

    0.51% of the 13F portfolio, value $2,253,000.

    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 45,234 shares
    Change vs previous 13F +2,126 shares

    0.67% of the 13F portfolio, value $2,518,000.

    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 43,108 shares
    Change vs previous 13F +9,672 shares

    0.58% of the 13F portfolio, value $2,376,000.

    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 33,436 shares
    Change vs previous 13F +4,783 shares

    0.37% of the 13F portfolio, value $1,481,000.

    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 28,653 shares
    Change vs previous 13F +13,499 shares

    0.36% of the 13F portfolio, value $1,356,000.

    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 15,154 shares
    Change vs previous 13F -1,924 shares

    0.21% of the 13F portfolio, value $733,000.

    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 17,078 shares
    Change vs previous 13F +56 shares

    0.28% of the 13F portfolio, value $928,000.

    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 17,022 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $874,000.

    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).