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Disclosery

WEALTHSOURCE PARTNERS, LLC: OCTW position timeline

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

WEALTHSOURCE PARTNERS, LLC held 31,657 OCTW 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 31,657 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,035,817.

    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 31,657 shares
    Change vs previous 13F +957 shares

    0.07% of the 13F portfolio, value $983,741.

    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 30,700 shares
    Change vs previous 13F -34,315 shares

    0.06% of the 13F portfolio, value $934,051.

    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 65,015 shares
    Change vs previous 13F -20 shares

    0.13% of the 13F portfolio, value $1,893,965.

    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 65,035 shares
    Change vs previous 13F +43,535 shares

    0.13% of the 13F portfolio, value $1,809,885.

    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 21,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $575,000.

    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).