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WFG Advisors, LP: XLK position timeline

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

WFG Advisors, LP held 35,584 XLK 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 35,584 shares
    Change vs previous 13F +4,035 shares

    0.44% of the 13F portfolio, value $1,947,000.

    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 31,549 shares
    Change vs previous 13F +425 shares

    0.45% of the 13F portfolio, value $1,682,000.

    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 31,124 shares
    Change vs previous 13F +18,449 shares

    0.37% of the 13F portfolio, value $1,505,000.

    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 12,675 shares
    Change vs previous 13F +2,463 shares

    0.15% of the 13F portfolio, value $606,000.

    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 10,212 shares
    Change vs previous 13F -4,246 shares

    0.12% of the 13F portfolio, value $443,000.

    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 14,458 shares
    Change vs previous 13F -1,053 shares

    0.19% of the 13F portfolio, value $641,000.

    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 15,511 shares
    Change vs previous 13F +920 shares

    0.2% of the 13F portfolio, value $664,000.

    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 14,591 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).