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WEALTHSOURCE PARTNERS, LLC: IJR position timeline

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

WEALTHSOURCE PARTNERS, LLC held 31,528 IJR 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 31,528 shares
    Change vs previous 13F -16,877 shares

    0.22% of the 13F portfolio, value $3,412,954.

    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 48,405 shares
    Change vs previous 13F -14,038 shares

    0.31% of the 13F portfolio, value $4,566,007.

    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 62,443 shares
    Change vs previous 13F -8,585 shares

    0.41% of the 13F portfolio, value $6,222,406.

    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 71,028 shares
    Change vs previous 13F -108,712 shares

    0.46% of the 13F portfolio, value $6,868,365.

    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 179,740 shares
    Change vs previous 13F -20,223 shares

    1.2% of the 13F portfolio, value $17,010,599.

    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 199,963 shares
    Change vs previous 13F +111,191 shares

    1.29% of the 13F portfolio, value $17,435,000.

    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 88,772 shares
    Change vs previous 13F -124,587 shares

    0.6% of the 13F portfolio, value $8,203,000.

    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 213,359 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $23,017,000.

    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).