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Disclosery

WEALTHSOURCE PARTNERS, LLC: IJT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 7,888 IJT 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 7,888 shares
    Change vs previous 13F -4,966 shares

    0.06% of the 13F portfolio, value $987,104.

    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 12,854 shares
    Change vs previous 13F -8,424 shares

    0.1% of the 13F portfolio, value $1,409,827.

    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 21,278 shares
    Change vs previous 13F -4,484 shares

    0.16% of the 13F portfolio, value $2,445,481.

    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 25,762 shares
    Change vs previous 13F -9,163 shares

    0.19% of the 13F portfolio, value $2,832,274.

    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 34,925 shares
    Change vs previous 13F -1,214 shares

    0.27% of the 13F portfolio, value $3,774,345.

    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 36,139 shares
    Change vs previous 13F +20,167 shares

    0.27% of the 13F portfolio, value $3,674,000.

    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 15,972 shares
    Change vs previous 13F -3,645 shares

    0.12% of the 13F portfolio, value $1,682,000.

    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 19,617 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,454,000.

    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).