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Disclosery

WEALTHSOURCE PARTNERS, LLC: CNI position timeline

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

WEALTHSOURCE PARTNERS, LLC held 19,085 CNI 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 19,085 shares
    Change vs previous 13F +505 shares

    0.16% of the 13F portfolio, value $2,397,649.

    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 18,580 shares
    Change vs previous 13F +453 shares

    0.14% of the 13F portfolio, value $2,012,771.

    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 18,127 shares
    Change vs previous 13F +11,395 shares

    0.14% of the 13F portfolio, value $2,194,636.

    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 6,732 shares
    Change vs previous 13F +91 shares

    0.05% of the 13F portfolio, value $794,174.

    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 6,641 shares
    Change vs previous 13F +913 shares

    0.06% of the 13F portfolio, value $789,482.

    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 5,728 shares
    Change vs previous 13F +2,490 shares

    0.05% of the 13F portfolio, value $619,000.

    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 3,238 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $364,000.

    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 3,189 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $428,000.

    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).