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WEALTHSOURCE PARTNERS, LLC: AGI position timeline

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

WEALTHSOURCE PARTNERS, LLC held 194,157 AGI 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 194,157 shares
    Change vs previous 13F +9,640 shares

    0.17% of the 13F portfolio, value $2,615,295.

    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 184,517 shares
    Change vs previous 13F +25,000 shares

    0.14% of the 13F portfolio, value $2,083,197.

    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 159,517 shares
    Change vs previous 13F -36,910 shares

    0.13% of the 13F portfolio, value $1,901,443.

    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 196,427 shares
    Change vs previous 13F +16,432 shares

    0.16% of the 13F portfolio, value $2,402,302.

    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 179,995 shares
    Change vs previous 13F +7,751 shares

    0.13% of the 13F portfolio, value $1,819,748.

    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 172,244 shares
    Change vs previous 13F +24,750 shares

    0.09% of the 13F portfolio, value $1,276,000.

    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 147,494 shares
    Change vs previous 13F +38,318 shares

    0.08% of the 13F portfolio, value $1,035,000.

    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 109,176 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $919,000.

    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).