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WEALTHSOURCE PARTNERS, LLC: MTUM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 32,032 MTUM 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 32,032 shares
    Change vs previous 13F -872 shares

    0.33% of the 13F portfolio, value $5,025,555.

    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 32,904 shares
    Change vs previous 13F -2,171 shares

    0.31% of the 13F portfolio, value $4,596,673.

    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 35,075 shares
    Change vs previous 13F -4,451 shares

    0.33% of the 13F portfolio, value $5,059,538.

    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 39,526 shares
    Change vs previous 13F -82,932 shares

    0.37% of the 13F portfolio, value $5,495,633.

    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 122,458 shares
    Change vs previous 13F +103,004 shares

    1.27% of the 13F portfolio, value $17,870,239.

    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 19,454 shares
    Change vs previous 13F -2,404 shares

    0.19% of the 13F portfolio, value $2,552,000.

    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 21,858 shares
    Change vs previous 13F -640 shares

    0.22% of the 13F portfolio, value $2,981,000.

    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 22,498 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,786,000.

    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).