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Disclosery

WEALTHSOURCE PARTNERS, LLC: ORCL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 17,473 ORCL 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 17,473 shares
    Change vs previous 13F -591 shares

    0.12% of the 13F portfolio, value $1,842,193.

    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 18,064 shares
    Change vs previous 13F +62 shares

    0.13% of the 13F portfolio, value $1,913,363.

    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 18,002 shares
    Change vs previous 13F -143 shares

    0.14% of the 13F portfolio, value $2,143,912.

    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 18,145 shares
    Change vs previous 13F +25 shares

    0.11% of the 13F portfolio, value $1,686,079.

    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 18,120 shares
    Change vs previous 13F -1,711 shares

    0.1% of the 13F portfolio, value $1,481,098.

    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 19,831 shares
    Change vs previous 13F -1,701 shares

    0.09% of the 13F portfolio, value $1,211,000.

    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 21,532 shares
    Change vs previous 13F -1,213 shares

    0.11% of the 13F portfolio, value $1,504,000.

    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 22,745 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,882,000.

    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).