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Disclosery

WEALTHSOURCE PARTNERS, LLC: JPM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 22,301 JPM 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 22,301 shares
    Change vs previous 13F -820 shares

    0.25% of the 13F portfolio, value $3,793,392.

    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 23,121 shares
    Change vs previous 13F -1,340 shares

    0.23% of the 13F portfolio, value $3,353,077.

    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 24,461 shares
    Change vs previous 13F +672 shares

    0.23% of the 13F portfolio, value $3,557,616.

    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 23,789 shares
    Change vs previous 13F -1,105 shares

    0.21% of the 13F portfolio, value $3,099,898.

    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 24,894 shares
    Change vs previous 13F -4,196 shares

    0.24% of the 13F portfolio, value $3,338,315.

    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 29,090 shares
    Change vs previous 13F -2,077 shares

    0.23% of the 13F portfolio, value $3,040,000.

    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 31,167 shares
    Change vs previous 13F -25,425 shares

    0.26% of the 13F portfolio, value $3,510,000.

    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 56,592 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,715,000.

    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).