Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: COMT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 69,967 COMT 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 69,967 shares
    Change vs previous 13F -19,679 shares

    0.11% of the 13F portfolio, value $1,754,079.

    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 89,646 shares
    Change vs previous 13F +15 shares

    0.18% of the 13F portfolio, value $2,613,177.

    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 89,631 shares
    Change vs previous 13F -1,070 shares

    0.15% of the 13F portfolio, value $2,328,611.

    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 90,701 shares
    Change vs previous 13F -160,579 shares

    0.17% of the 13F portfolio, value $2,451,657.

    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 251,280 shares
    Change vs previous 13F -3,464 shares

    0.5% of the 13F portfolio, value $7,083,576.

    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 254,744 shares
    Change vs previous 13F +9,485 shares

    0.67% of the 13F portfolio, value $9,099,000.

    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 245,259 shares
    Change vs previous 13F -231,798 shares

    0.73% of the 13F portfolio, value $10,041,000.

    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 477,057 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $19,106,000.

    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).