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Disclosery

WEALTHSOURCE PARTNERS, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on AGG, newest first. How the timeline and the estimate are built.

WEALTHSOURCE PARTNERS, LLC held 12,499 AGG shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 12,499 shares
    Change vs previous 13F -2,370 shares

    0.08% of the 13F portfolio, value $1,240,510.

    13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 14,869 shares
    Change vs previous 13F +1,025 shares

    0.1% of the 13F portfolio, value $1,398,327.

    13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 13,844 shares
    Change vs previous 13F +108 shares

    0.09% of the 13F portfolio, value $1,356,051.

    13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 13,736 shares
    Change vs previous 13F +261 shares

    0.09% of the 13F portfolio, value $1,368,671.

    13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 13,475 shares
    Change vs previous 13F -1,795 shares

    0.09% of the 13F portfolio, value $1,306,931.

    13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 15,270 shares
    Change vs previous 13F -11,978 shares

    0.11% of the 13F portfolio, value $1,471,000.

    13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 27,248 shares
    Change vs previous 13F +8,601 shares

    0.2% of the 13F portfolio, value $2,771,000.

    13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 18,647 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,997,000.

    13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).