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Disclosery

WEALTHSOURCE PARTNERS, LLC: IXN position timeline

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

WEALTHSOURCE PARTNERS, LLC held 45,218 IXN 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 45,218 shares
    Change vs previous 13F -7,469 shares

    0.2% of the 13F portfolio, value $3,082,963.

    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 52,687 shares
    Change vs previous 13F -5,118 shares

    0.21% of the 13F portfolio, value $3,047,416.

    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 57,805 shares
    Change vs previous 13F +952 shares

    0.24% of the 13F portfolio, value $3,594,893.

    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 56,853 shares
    Change vs previous 13F -6,510 shares

    0.21% of the 13F portfolio, value $3,090,529.

    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 63,363 shares
    Change vs previous 13F -20,952 shares

    0.2% of the 13F portfolio, value $2,840,565.

    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 84,315 shares
    Change vs previous 13F -76,539 shares

    0.26% of the 13F portfolio, value $3,556,000.

    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 160,854 shares
    Change vs previous 13F -160,216 shares

    0.54% of the 13F portfolio, value $7,351,000.

    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 321,070 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $18,625,000.

    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).