WEALTHSOURCE PARTNERS, LLC: ESGU position timeline

WEALTHSOURCE PARTNERS, LLC held 478,322 ESGU 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 478,322 shares

   Change vs previous 13F -39,799 shares

   3.27% of the 13F portfolio, value $50,185,580.

   13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2024-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-09-30

   13F 518,121 shares

   Change vs previous 13F -115,173 shares

   3.32% of the 13F portfolio, value $48,656,747.

   13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-06-30

   13F 633,294 shares

   Change vs previous 13F -29,340 shares

   4.07% of the 13F portfolio, value $61,720,837.

   13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-03-31

   13F 662,634 shares

   Change vs previous 13F -569,953 shares

   4.05% of the 13F portfolio, value $59,935,242.

   13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-12-31

   13F 1,232,587 shares

   Change vs previous 13F -197,508 shares

   7.4% of the 13F portfolio, value $104,461,772.

   13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2022-09-30

   13F 1,430,095 shares

   Change vs previous 13F +122,283 shares

   8.41% of the 13F portfolio, value $113,564,000.

   13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2022-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2022-06-30

   13F 1,307,812 shares

   Change vs previous 13F +223,344 shares

   8.02% of the 13F portfolio, value $109,725,000.

   13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-03-31

   13F 1,084,468 shares

   Change vs previous 13F not available

   7.41% of the 13F portfolio, value $109,911,000.

   13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).