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Disclosery

WFG Advisors, LP: XLV position timeline

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

WFG Advisors, LP held 19,102 XLV 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 19,102 shares
    Change vs previous 13F +2,436 shares

    0.34% of the 13F portfolio, value $1,514,000.

    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 16,666 shares
    Change vs previous 13F -595 shares

    0.33% of the 13F portfolio, value $1,239,000.

    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 17,261 shares
    Change vs previous 13F +8,576 shares

    0.29% of the 13F portfolio, value $1,190,000.

    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 8,685 shares
    Change vs previous 13F -153 shares

    0.16% of the 13F portfolio, value $626,000.

    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 8,838 shares
    Change vs previous 13F -143 shares

    0.17% of the 13F portfolio, value $634,000.

    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 8,981 shares
    Change vs previous 13F -1,646 shares

    0.18% of the 13F portfolio, value $609,000.

    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 10,627 shares
    Change vs previous 13F -478 shares

    0.23% of the 13F portfolio, value $765,000.

    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 11,105 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $735,000.

    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).