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Disclosery

WFG Advisors, LP: XLP position timeline

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

WFG Advisors, LP held 19,785 XLP 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 19,785 shares
    Change vs previous 13F +2,191 shares

    0.25% of the 13F portfolio, value $1,087,000.

    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 17,594 shares
    Change vs previous 13F -2,829 shares

    0.26% of the 13F portfolio, value $960,000.

    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 20,423 shares
    Change vs previous 13F +3,532 shares

    0.26% of the 13F portfolio, value $1,056,000.

    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 16,891 shares
    Change vs previous 13F +294 shares

    0.22% of the 13F portfolio, value $899,000.

    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 16,597 shares
    Change vs previous 13F -165 shares

    0.24% of the 13F portfolio, value $915,000.

    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 16,762 shares
    Change vs previous 13F -627 shares

    0.26% of the 13F portfolio, value $889,000.

    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 17,389 shares
    Change vs previous 13F +7,625 shares

    0.26% of the 13F portfolio, value $878,000.

    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 9,764 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $461,000.

    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).