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WEALTHSOURCE PARTNERS, LLC: NEAR position timeline

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

WEALTHSOURCE PARTNERS, LLC held 186,220 NEAR 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 186,220 shares
    Change vs previous 13F -16,180 shares

    0.61% of the 13F portfolio, value $9,407,834.

    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 202,400 shares
    Change vs previous 13F +17,290 shares

    0.69% of the 13F portfolio, value $10,097,736.

    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 185,110 shares
    Change vs previous 13F +72,007 shares

    0.61% of the 13F portfolio, value $9,203,669.

    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 113,103 shares
    Change vs previous 13F +28,470 shares

    0.38% of the 13F portfolio, value $5,609,909.

    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 84,633 shares
    Change vs previous 13F +12,728 shares

    0.3% of the 13F portfolio, value $4,169,868.

    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 71,905 shares
    Change vs previous 13F +2,105 shares

    0.26% of the 13F portfolio, value $3,542,000.

    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 69,800 shares
    Change vs previous 13F -14,889 shares

    0.25% of the 13F portfolio, value $3,438,000.

    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 84,689 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,198,000.

    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).