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Disclosery

WEALTHSOURCE PARTNERS, LLC: CCJ position timeline

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

WEALTHSOURCE PARTNERS, LLC held 19,816 CCJ 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 19,816 shares
    Change vs previous 13F -466 shares

    0.06% of the 13F portfolio, value $854,070.

    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 20,282 shares
    Change vs previous 13F -20,082 shares

    0.05% of the 13F portfolio, value $803,978.

    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 40,364 shares
    Change vs previous 13F -10,850 shares

    0.08% of the 13F portfolio, value $1,264,605.

    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 51,214 shares
    Change vs previous 13F -6,604 shares

    0.09% of the 13F portfolio, value $1,340,271.

    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 57,818 shares
    Change vs previous 13F -2,821 shares

    0.09% of the 13F portfolio, value $1,310,735.

    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 60,639 shares
    Change vs previous 13F -1,671 shares

    0.12% of the 13F portfolio, value $1,608,000.

    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 62,310 shares
    Change vs previous 13F -3,660 shares

    0.1% of the 13F portfolio, value $1,310,000.

    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 65,970 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,920,000.

    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).