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Disclosery

WEALTHSOURCE PARTNERS, LLC: IAU position timeline

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

WEALTHSOURCE PARTNERS, LLC held 39,863 IAU 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 39,863 shares
    Change vs previous 13F -1,200 shares

    0.1% of the 13F portfolio, value $1,555,853.

    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 41,063 shares
    Change vs previous 13F -2,869 shares

    0.1% of the 13F portfolio, value $1,436,794.

    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 43,932 shares
    Change vs previous 13F +5,477 shares

    0.11% of the 13F portfolio, value $1,598,685.

    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 38,455 shares
    Change vs previous 13F -5,437 shares

    0.1% of the 13F portfolio, value $1,437,063.

    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 43,892 shares
    Change vs previous 13F +1,039 shares

    0.11% of the 13F portfolio, value $1,518,224.

    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 42,853 shares
    Change vs previous 13F +951 shares

    0.1% of the 13F portfolio, value $1,351,000.

    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 41,902 shares
    Change vs previous 13F -7,403 shares

    0.11% of the 13F portfolio, value $1,438,000.

    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 49,305 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,816,000.

    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).