Skip to content
Disclosery

WFG Advisors, LP: WIW position timeline

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

WFG Advisors, LP held 5,737 WIW 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 5,737 shares
    Change vs previous 13F +5,737 shares

    0.01% of the 13F portfolio, value $63,000.

    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 ended2016-06-30
    13F 0 shares
    Change vs previous 13F -104 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2016-03-31
    13F 104 shares
    Change vs previous 13F -821 shares

    <0.01% of the 13F portfolio, value $1,000.

    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).

  4. period ended2015-12-31
    13F 925 shares
    Change vs previous 13F -4,579 shares

    <0.01% of the 13F portfolio, value $10,000.

    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).

  5. period ended2015-09-30
    13F 5,504 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $57,000.

    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).