Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: INTU position timeline

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

WEALTHSOURCE PARTNERS, LLC held 4,054 INTU 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 4,054 shares
    Change vs previous 13F -20 shares

    0.16% of the 13F portfolio, value $2,533,919.

    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 4,074 shares
    Change vs previous 13F -41 shares

    0.14% of the 13F portfolio, value $2,081,600.

    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 4,115 shares
    Change vs previous 13F -48 shares

    0.12% of the 13F portfolio, value $1,885,390.

    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 4,163 shares
    Change vs previous 13F -33 shares

    0.13% of the 13F portfolio, value $1,855,834.

    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 4,196 shares
    Change vs previous 13F -49 shares

    0.12% of the 13F portfolio, value $1,633,327.

    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 4,245 shares
    Change vs previous 13F +50 shares

    0.12% of the 13F portfolio, value $1,644,000.

    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 4,195 shares
    Change vs previous 13F -2 shares

    0.12% of the 13F portfolio, value $1,617,000.

    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 4,197 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,018,000.

    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).