WEALTHSOURCE PARTNERS, LLC: CAT position timeline

WEALTHSOURCE PARTNERS, LLC held 1,586 CAT 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 1,586 shares

   Change vs previous 13F -318 shares

   0.03% of the 13F portfolio, value $468,947.

   13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2024-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

2. period ended2023-09-30

   13F 1,904 shares

   Change vs previous 13F -44 shares

   0.04% of the 13F portfolio, value $519,925.

   13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

3. period ended2023-06-30

   13F 1,948 shares

   Change vs previous 13F -51 shares

   0.03% of the 13F portfolio, value $479,209.

   13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

4. period ended2023-03-31

   13F 1,999 shares

   Change vs previous 13F -179 shares

   0.03% of the 13F portfolio, value $457,508.

   13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

5. period ended2022-12-31

   13F 2,178 shares

   Change vs previous 13F -88 shares

   0.04% of the 13F portfolio, value $521,846.

   13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

6. period ended2022-09-30

   13F 2,266 shares

   Change vs previous 13F +97 shares

   0.03% of the 13F portfolio, value $372,000.

   13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2022-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

7. period ended2022-06-30

   13F 2,169 shares

   Change vs previous 13F -136 shares

   0.03% of the 13F portfolio, value $388,000.

   13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

8. period ended2022-03-31

   13F 2,305 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $513,000.

   13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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