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Disclosery

WFG Advisors, LP: WMT position timeline

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

WFG Advisors, LP held 14,770 WMT 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 14,770 shares
    Change vs previous 13F +1,235 shares

    0.25% of the 13F portfolio, value $1,118,000.

    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 13,535 shares
    Change vs previous 13F -528 shares

    0.26% of the 13F portfolio, value $976,000.

    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 14,063 shares
    Change vs previous 13F -20,675 shares

    0.24% of the 13F portfolio, value $972,000.

    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 34,738 shares
    Change vs previous 13F +2,945 shares

    0.62% of the 13F portfolio, value $2,505,000.

    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 31,793 shares
    Change vs previous 13F +875 shares

    0.62% of the 13F portfolio, value $2,322,000.

    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 30,918 shares
    Change vs previous 13F +1,303 shares

    0.61% of the 13F portfolio, value $2,118,000.

    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 29,615 shares
    Change vs previous 13F +3,491 shares

    0.54% of the 13F portfolio, value $1,815,000.

    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 26,124 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,694,000.

    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).