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WEALTHSOURCE PARTNERS, LLC: IGSB position timeline

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

WEALTHSOURCE PARTNERS, LLC held 13,494 IGSB 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 13,494 shares
    Change vs previous 13F +1,494 shares

    0.05% of the 13F portfolio, value $691,905.

    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 12,000 shares
    Change vs previous 13F -25,000 shares

    0.04% of the 13F portfolio, value $597,960.

    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 37,000 shares
    Change vs previous 13F +2,900 shares

    0.12% of the 13F portfolio, value $1,856,290.

    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 34,100 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,723,414.

    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 34,100 shares
    Change vs previous 13F +1,366 shares

    0.12% of the 13F portfolio, value $1,698,862.

    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 32,734 shares
    Change vs previous 13F -10,337 shares

    0.12% of the 13F portfolio, value $1,613,000.

    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 43,071 shares
    Change vs previous 13F +1,954 shares

    0.16% of the 13F portfolio, value $2,177,000.

    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 41,117 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,127,000.

    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).