Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: MUB position timeline

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

WEALTHSOURCE PARTNERS, LLC held 102,254 MUB 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 102,254 shares
    Change vs previous 13F -48,046 shares

    0.72% of the 13F portfolio, value $11,085,356.

    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 150,300 shares
    Change vs previous 13F +85,837 shares

    1.05% of the 13F portfolio, value $15,411,762.

    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 64,463 shares
    Change vs previous 13F -2,838 shares

    0.45% of the 13F portfolio, value $6,880,136.

    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 67,301 shares
    Change vs previous 13F -2,976 shares

    0.49% of the 13F portfolio, value $7,251,010.

    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 70,277 shares
    Change vs previous 13F -53,299 shares

    0.53% of the 13F portfolio, value $7,415,629.

    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 123,576 shares
    Change vs previous 13F +76,029 shares

    0.94% of the 13F portfolio, value $12,676,000.

    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 47,547 shares
    Change vs previous 13F +6,835 shares

    0.37% of the 13F portfolio, value $5,057,000.

    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 40,712 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,464,000.

    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).