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Disclosery

WEALTHSOURCE PARTNERS, LLC: BIL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 6,021 BIL 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 6,021 shares
    Change vs previous 13F +1,815 shares

    0.04% of the 13F portfolio, value $550,259.

    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 4,206 shares
    Change vs previous 13F -4,329 shares

    0.03% of the 13F portfolio, value $386,195.

    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 8,535 shares
    Change vs previous 13F -13,637 shares

    0.05% of the 13F portfolio, value $783,684.

    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 22,172 shares
    Change vs previous 13F -10,598 shares

    0.14% of the 13F portfolio, value $2,035,833.

    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 32,770 shares
    Change vs previous 13F -3,071 shares

    0.21% of the 13F portfolio, value $2,997,472.

    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 35,841 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,283,000.

    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).