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WEALTHSOURCE PARTNERS, LLC: OUNZ position timeline

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

WEALTHSOURCE PARTNERS, LLC held 49,797 OUNZ 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 49,797 shares
    Change vs previous 13F -71 shares

    0.06% of the 13F portfolio, value $993,948.

    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 49,868 shares
    Change vs previous 13F +1,248 shares

    0.06% of the 13F portfolio, value $892,139.

    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 48,620 shares
    Change vs previous 13F -676 shares

    0.06% of the 13F portfolio, value $904,332.

    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 49,296 shares
    Change vs previous 13F -2,719 shares

    0.06% of the 13F portfolio, value $941,554.

    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 52,015 shares
    Change vs previous 13F -5,220 shares

    0.07% of the 13F portfolio, value $920,145.

    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 57,235 shares
    Change vs previous 13F +2,458 shares

    0.07% of the 13F portfolio, value $923,000.

    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 54,777 shares
    Change vs previous 13F -4,204 shares

    0.07% of the 13F portfolio, value $960,000.

    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 58,981 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,111,000.

    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).