WEALTHSOURCE PARTNERS, LLC: IBM position timeline

WEALTHSOURCE PARTNERS, LLC held 3,507 IBM 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 3,507 shares

   Change vs previous 13F -435 shares

   0.04% of the 13F portfolio, value $573,570.

   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 3,942 shares

   Change vs previous 13F +271 shares

   0.04% of the 13F portfolio, value $553,131.

   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 3,671 shares

   Change vs previous 13F -126 shares

   0.03% of the 13F portfolio, value $491,192.

   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 3,797 shares

   Change vs previous 13F -523 shares

   0.03% of the 13F portfolio, value $497,756.

   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 4,320 shares

   Change vs previous 13F -54 shares

   0.04% of the 13F portfolio, value $608,674.

   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 4,374 shares

   Change vs previous 13F -266 shares

   0.04% of the 13F portfolio, value $520,000.

   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 4,640 shares

   Change vs previous 13F -597 shares

   0.05% of the 13F portfolio, value $655,000.

   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 5,237 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $681,000.

   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).