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Disclosery

WEALTHSOURCE PARTNERS, LLC: BND position timeline

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

WEALTHSOURCE PARTNERS, LLC held 49,305 BND 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 49,305 shares
    Change vs previous 13F +11,845 shares

    0.24% of the 13F portfolio, value $3,626,417.

    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 37,460 shares
    Change vs previous 13F +5,280 shares

    0.18% of the 13F portfolio, value $2,613,993.

    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 32,180 shares
    Change vs previous 13F -15 shares

    0.15% of the 13F portfolio, value $2,339,136.

    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 32,195 shares
    Change vs previous 13F -14,487 shares

    0.16% of the 13F portfolio, value $2,376,941.

    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 46,682 shares
    Change vs previous 13F +42,013 shares

    0.24% of the 13F portfolio, value $3,353,645.

    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 4,669 shares
    Change vs previous 13F -1,896 shares

    0.02% of the 13F portfolio, value $333,000.

    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 6,565 shares
    Change vs previous 13F -308 shares

    0.04% of the 13F portfolio, value $494,000.

    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 6,873 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $547,000.

    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).