Filer Snapshot

WFG Advisors, LP

CIK 0001533892. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

16

Latest filing

18 Aug 2017

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2017. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$441.63M

1,536 holdings for Q2 2017

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Largest parsed holding

IWV

$11.39M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 18 Aug 2017 for CIK 0001533892.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$441.63M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$441.63M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
IWV AAPL XOM STEW BX
+15 moreMSFT ARTNA EVG VTR ITOT VOO YORW MSEX EMD AGG BSX T VOE MPW CVX

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

IWV AAPL XOM STEW BX MSFT ARTNA EVG
+12 moreVTR ITOT VOO YORW MSEX EMD AGG BSX T VOE MPW CVX
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
2711 N Haskell Ave, Suite 2900, Dallas, TX, 75204

Filer intelligence

What SEC filings say about WFG Advisors, LP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $441.63M across 1,536 reported holdings for Q2 2017.
  • Largest parsed 13F holding: IWV at $11.39M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,536 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2017 - 18 Aug 2017

Top 5 concentration

8.7%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$38.34M

Compared with $441.63M total 13F value.

Top 5 net change

+$6.34M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AAPL ยท Largest trim: BND

IWV AAPL XOM STEW BX Other holdings

IWV

2.6%

Ishares Tr

$11.39M

AAPL

1.7%

Apple Inc

$7.44M

XOM

1.5%

Exxon Mobil Corp

$6.83M

STEW

1.4%

Boulder Growth & Income Fd I

$6.36M

BX

1.4%

Blackstone Group L P

$6.33M

Latest update

What changed recently for WFG Advisors, LP

New filing available

Latest 13F period: Q2 2017. Open the source-backed page to inspect the fresh filing or facts context.

Update date

18 Aug 2017

Page type

Filer profile

Latest period

Q2 2017

Institutional portfolio context was refreshed from a 13F filing filed on 18 Aug 2017.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

WFG Advisors, LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2017. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001533892 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
16
First seen
14 Feb 2014
Latest filing
18 Aug 2017
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

WFG Advisors, LP SEC filings WFG Advisors, LP 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 16 SEC filings for WFG Advisors, LP.

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13F-HR

13F-HR filing

Filing date
18 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
10 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR/A

13F-HR/A filing

Filing date
01 Mar 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR

13F-HR filing

Filing date
01 Mar 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
11 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR

13F-HR filing

Filing date
10 May 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
09 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
13 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 May 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
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