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WEALTHSOURCE PARTNERS, LLC: ESGE position timeline

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

WEALTHSOURCE PARTNERS, LLC held 100,084 ESGE 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 100,084 shares
    Change vs previous 13F -71,149 shares

    0.21% of the 13F portfolio, value $3,208,693.

    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 171,233 shares
    Change vs previous 13F -3,884 shares

    0.35% of the 13F portfolio, value $5,184,935.

    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 175,117 shares
    Change vs previous 13F -4,005 shares

    0.37% of the 13F portfolio, value $5,538,951.

    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 179,122 shares
    Change vs previous 13F +16,826 shares

    0.38% of the 13F portfolio, value $5,638,761.

    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 162,296 shares
    Change vs previous 13F -92,740 shares

    0.35% of the 13F portfolio, value $4,880,241.

    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 255,036 shares
    Change vs previous 13F -35,061 shares

    0.52% of the 13F portfolio, value $7,057,000.

    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 290,097 shares
    Change vs previous 13F -324,421 shares

    0.69% of the 13F portfolio, value $9,373,000.

    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 614,518 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $22,571,000.

    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).