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WEALTHSOURCE PARTNERS, LLC: JPST position timeline

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

WEALTHSOURCE PARTNERS, LLC held 38,556 JPST 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 38,556 shares
    Change vs previous 13F +10,390 shares

    0.13% of the 13F portfolio, value $1,936,670.

    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 28,166 shares
    Change vs previous 13F -4,856 shares

    0.1% of the 13F portfolio, value $1,413,371.

    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 33,022 shares
    Change vs previous 13F -11,451 shares

    0.11% of the 13F portfolio, value $1,655,724.

    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 44,473 shares
    Change vs previous 13F +1,259 shares

    0.15% of the 13F portfolio, value $2,237,881.

    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 43,214 shares
    Change vs previous 13F +27,105 shares

    0.15% of the 13F portfolio, value $2,166,318.

    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 16,109 shares
    Change vs previous 13F -5,984 shares

    0.06% of the 13F portfolio, value $808,000.

    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 22,093 shares
    Change vs previous 13F +1,310 shares

    0.08% of the 13F portfolio, value $1,107,000.

    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 20,783 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,045,000.

    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).