Skip to content
Disclosery

WFG Advisors, LP: XLU position timeline

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

WFG Advisors, LP held 3,037 XLU 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 3,037 shares
    Change vs previous 13F +475 shares

    0.04% of the 13F portfolio, value $158,000.

    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 2,562 shares
    Change vs previous 13F -2,505 shares

    0.03% of the 13F portfolio, value $131,000.

    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 5,067 shares
    Change vs previous 13F -4,239 shares

    0.06% of the 13F portfolio, value $246,000.

    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 9,306 shares
    Change vs previous 13F -1,254 shares

    0.11% of the 13F portfolio, value $456,000.

    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 10,560 shares
    Change vs previous 13F -1,160 shares

    0.15% of the 13F portfolio, value $554,000.

    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 11,720 shares
    Change vs previous 13F +3,069 shares

    0.17% of the 13F portfolio, value $582,000.

    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 8,651 shares
    Change vs previous 13F -1,347 shares

    0.11% of the 13F portfolio, value $374,000.

    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 9,998 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $433,000.

    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).