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WEALTHSOURCE PARTNERS, LLC: LQD position timeline

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

WEALTHSOURCE PARTNERS, LLC held 34,855 LQD 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 34,855 shares
    Change vs previous 13F -446 shares

    0.25% of the 13F portfolio, value $3,857,054.

    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 35,301 shares
    Change vs previous 13F -6,389 shares

    0.25% of the 13F portfolio, value $3,601,408.

    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 41,690 shares
    Change vs previous 13F +4,209 shares

    0.3% of the 13F portfolio, value $4,508,357.

    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 37,481 shares
    Change vs previous 13F +6,420 shares

    0.28% of the 13F portfolio, value $4,108,292.

    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 31,061 shares
    Change vs previous 13F +5,960 shares

    0.23% of the 13F portfolio, value $3,274,796.

    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 25,101 shares
    Change vs previous 13F +7,784 shares

    0.19% of the 13F portfolio, value $2,572,000.

    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 17,317 shares
    Change vs previous 13F +4,441 shares

    0.14% of the 13F portfolio, value $1,905,000.

    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 12,876 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,557,000.

    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).