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Disclosery

WEALTHSOURCE PARTNERS, LLC: IJH position timeline

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

WEALTHSOURCE PARTNERS, LLC held 5,235 IJH 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 5,235 shares
    Change vs previous 13F -40,333 shares

    0.09% of the 13F portfolio, value $1,450,920.

    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 45,568 shares
    Change vs previous 13F +38,770 shares

    0.78% of the 13F portfolio, value $11,362,500.

    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 6,798 shares
    Change vs previous 13F +122 shares

    0.12% of the 13F portfolio, value $1,777,641.

    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 6,676 shares
    Change vs previous 13F -252 shares

    0.11% of the 13F portfolio, value $1,670,039.

    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 6,928 shares
    Change vs previous 13F -936 shares

    0.12% of the 13F portfolio, value $1,675,717.

    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 7,864 shares
    Change vs previous 13F -806 shares

    0.13% of the 13F portfolio, value $1,724,000.

    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 8,670 shares
    Change vs previous 13F -6,212 shares

    0.14% of the 13F portfolio, value $1,961,000.

    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 14,882 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,994,000.

    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).