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Disclosery

WFG Advisors, LP: XLF position timeline

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

WFG Advisors, LP held 28,328 XLF 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 28,328 shares
    Change vs previous 13F +1,847 shares

    0.16% of the 13F portfolio, value $699,000.

    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 26,481 shares
    Change vs previous 13F -323 shares

    0.17% of the 13F portfolio, value $628,000.

    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 26,804 shares
    Change vs previous 13F +1,997 shares

    0.15% of the 13F portfolio, value $623,000.

    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 24,807 shares
    Change vs previous 13F -2,346 shares

    0.12% of the 13F portfolio, value $479,000.

    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 27,153 shares
    Change vs previous 13F -2,718 shares

    0.17% of the 13F portfolio, value $621,000.

    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 29,871 shares
    Change vs previous 13F +1,404 shares

    0.19% of the 13F portfolio, value $672,000.

    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 28,467 shares
    Change vs previous 13F +3,046 shares

    0.2% of the 13F portfolio, value $678,000.

    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 25,421 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $576,000.

    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).