Current Market Value 442,169,000
Current Holdings 1670
Most Recent File Date 2017-08-18
Total Filings on Record 18
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WFG Advisors, LP . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2017-08-18 2017-06-30 13F-HR 1670 442,169
2017-05-10 2017-03-31 13F-HR 1601 375,068
2017-03-01 2016-12-31 13F-HR/A 1 R 1678 408,516
2017-03-01 2016-12-31 13F-HR 1672 408,516
2016-11-14 2016-09-30 13F-HR 1699 401,847
2016-08-11 2016-06-30 13F-HR 1706 374,992
2016-05-10 2016-03-31 13F-HR 1693 345,733
2016-02-09 2015-12-31 13F-HR 1650 334,466
2015-11-12 2015-09-30 13F-HR 1692 319,564
2015-08-13 2015-06-30 13F-HR 1727 362,967
2015-05-12 2015-03-31 13F-HR 1826 358,430
2015-02-12 2014-12-31 13F-HR 2214 494,448
2014-11-14 2014-09-30 13F-HR 2170 525,531
2014-08-12 2014-06-30 13F-HR 2052 536,180
2014-04-24 2014-03-31 13F-HR 2049 497,068
2014-02-14 2013-12-31 13F-HR 2303 702,784
2013-10-31 2013-09-30 13F-HR 2241 645,952
2013-07-22 2013-06-30 13F-HR 2172 601,273