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WEALTHSOURCE PARTNERS, LLC: JULW position timeline

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

WEALTHSOURCE PARTNERS, LLC held 42,437 JULW 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 42,437 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,324,034.

    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 42,437 shares
    Change vs previous 13F +936 shares

    0.09% of the 13F portfolio, value $1,246,918.

    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 41,501 shares
    Change vs previous 13F -9,328 shares

    0.08% of the 13F portfolio, value $1,236,730.

    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 50,829 shares
    Change vs previous 13F -92,834 shares

    0.1% of the 13F portfolio, value $1,429,657.

    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 143,663 shares
    Change vs previous 13F -2,094 shares

    0.27% of the 13F portfolio, value $3,862,164.

    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 145,757 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,755,000.

    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).