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Disclosery

WEALTHSOURCE PARTNERS, LLC: GLD position timeline

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

WEALTHSOURCE PARTNERS, LLC held 21,044 GLD 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 21,044 shares
    Change vs previous 13F -730 shares

    0.26% of the 13F portfolio, value $4,022,981.

    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 21,774 shares
    Change vs previous 13F -762 shares

    0.26% of the 13F portfolio, value $3,733,152.

    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 22,536 shares
    Change vs previous 13F +120 shares

    0.26% of the 13F portfolio, value $4,017,493.

    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 22,416 shares
    Change vs previous 13F -3,162 shares

    0.28% of the 13F portfolio, value $4,107,060.

    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 25,578 shares
    Change vs previous 13F +10,357 shares

    0.31% of the 13F portfolio, value $4,339,052.

    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 15,221 shares
    Change vs previous 13F -14,790 shares

    0.17% of the 13F portfolio, value $2,354,000.

    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 30,011 shares
    Change vs previous 13F -24,372 shares

    0.37% of the 13F portfolio, value $5,056,000.

    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 54,383 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $9,824,000.

    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).