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Disclosery

WEALTHSOURCE PARTNERS, LLC: PCT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 89,282 PCT 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 89,282 shares
    Change vs previous 13F +4,488 shares

    0.02% of the 13F portfolio, value $361,592.

    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 84,794 shares
    Change vs previous 13F -5,210 shares

    0.03% of the 13F portfolio, value $475,694.

    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 90,004 shares
    Change vs previous 13F +25,292 shares

    0.06% of the 13F portfolio, value $962,143.

    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 64,712 shares
    Change vs previous 13F -3,152 shares

    0.03% of the 13F portfolio, value $452,984.

    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 67,864 shares
    Change vs previous 13F -6,499 shares

    0.03% of the 13F portfolio, value $458,761.

    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 74,363 shares
    Change vs previous 13F -11 shares

    0.04% of the 13F portfolio, value $600,000.

    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 74,374 shares
    Change vs previous 13F +1,096 shares

    0.04% of the 13F portfolio, value $552,000.

    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 73,278 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $586,000.

    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).