Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: COST position timeline

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

WEALTHSOURCE PARTNERS, LLC held 6,262 COST 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 6,262 shares
    Change vs previous 13F -335 shares

    0.27% of the 13F portfolio, value $4,133,536.

    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 6,597 shares
    Change vs previous 13F +58 shares

    0.25% of the 13F portfolio, value $3,727,166.

    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 6,539 shares
    Change vs previous 13F -173 shares

    0.23% of the 13F portfolio, value $3,520,592.

    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 6,712 shares
    Change vs previous 13F -216 shares

    0.23% of the 13F portfolio, value $3,334,836.

    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 6,928 shares
    Change vs previous 13F -965 shares

    0.22% of the 13F portfolio, value $3,162,670.

    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 7,893 shares
    Change vs previous 13F -606 shares

    0.28% of the 13F portfolio, value $3,728,000.

    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 8,499 shares
    Change vs previous 13F -4,547 shares

    0.3% of the 13F portfolio, value $4,074,000.

    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 13,046 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,513,000.

    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).