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Disclosery

WEALTHSOURCE PARTNERS, LLC: INFL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 73,439 INFL 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 73,439 shares
    Change vs previous 13F +147 shares

    0.15% of the 13F portfolio, value $2,311,135.

    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 73,292 shares
    Change vs previous 13F +12,469 shares

    0.15% of the 13F portfolio, value $2,231,000.

    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 60,823 shares
    Change vs previous 13F -1,932 shares

    0.12% of the 13F portfolio, value $1,859,357.

    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 62,755 shares
    Change vs previous 13F -5,213 shares

    0.13% of the 13F portfolio, value $1,935,352.

    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 67,968 shares
    Change vs previous 13F -5,411 shares

    0.15% of the 13F portfolio, value $2,139,647.

    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 73,379 shares
    Change vs previous 13F -1,345 shares

    0.15% of the 13F portfolio, value $2,042,000.

    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 74,724 shares
    Change vs previous 13F -7,796 shares

    0.16% of the 13F portfolio, value $2,133,000.

    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 82,520 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,749,000.

    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).