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WEALTHSOURCE PARTNERS, LLC: CMF position timeline

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

WEALTHSOURCE PARTNERS, LLC held 178,846 CMF 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 178,846 shares
    Change vs previous 13F -17,217 shares

    0.67% of the 13F portfolio, value $10,362,337.

    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 196,063 shares
    Change vs previous 13F +41,222 shares

    0.73% of the 13F portfolio, value $10,752,095.

    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 154,841 shares
    Change vs previous 13F -17,405 shares

    0.58% of the 13F portfolio, value $8,818,195.

    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 172,246 shares
    Change vs previous 13F -1,117 shares

    0.67% of the 13F portfolio, value $9,890,365.

    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 173,363 shares
    Change vs previous 13F -100,699 shares

    0.69% of the 13F portfolio, value $9,727,398.

    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 274,062 shares
    Change vs previous 13F +229,018 shares

    1.1% of the 13F portfolio, value $14,860,000.

    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 45,044 shares
    Change vs previous 13F +5,853 shares

    0.19% of the 13F portfolio, value $2,543,000.

    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 39,191 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,280,000.

    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).