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WEALTHSOURCE PARTNERS, LLC: ESGD position timeline

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

WEALTHSOURCE PARTNERS, LLC held 4,056 ESGD 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 4,056 shares
    Change vs previous 13F -10,233 shares

    0.02% of the 13F portfolio, value $306,390.

    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 14,289 shares
    Change vs previous 13F -5,598 shares

    0.07% of the 13F portfolio, value $987,799.

    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 19,887 shares
    Change vs previous 13F -475 shares

    0.1% of the 13F portfolio, value $1,450,359.

    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 20,362 shares
    Change vs previous 13F +2,811 shares

    0.1% of the 13F portfolio, value $1,462,806.

    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 17,551 shares
    Change vs previous 13F +365 shares

    0.08% of the 13F portfolio, value $1,153,803.

    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 17,186 shares
    Change vs previous 13F +3,108 shares

    0.07% of the 13F portfolio, value $965,000.

    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 14,078 shares
    Change vs previous 13F -1,137 shares

    0.06% of the 13F portfolio, value $884,000.

    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 15,215 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,122,000.

    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).