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Disclosery

WEALTHSOURCE PARTNERS, LLC: KO position timeline

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

WEALTHSOURCE PARTNERS, LLC held 14,817 KO 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 14,817 shares
    Change vs previous 13F -231 shares

    0.06% of the 13F portfolio, value $873,147.

    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 15,048 shares
    Change vs previous 13F -855 shares

    0.06% of the 13F portfolio, value $842,362.

    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 15,903 shares
    Change vs previous 13F -236 shares

    0.06% of the 13F portfolio, value $957,692.

    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 16,139 shares
    Change vs previous 13F -1,113 shares

    0.07% of the 13F portfolio, value $1,001,110.

    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 17,252 shares
    Change vs previous 13F -189 shares

    0.08% of the 13F portfolio, value $1,097,408.

    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 17,441 shares
    Change vs previous 13F -3,750 shares

    0.07% of the 13F portfolio, value $977,000.

    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 21,191 shares
    Change vs previous 13F -2,239 shares

    0.1% of the 13F portfolio, value $1,333,000.

    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 23,430 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,453,000.

    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).