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Disclosery

WEALTHSOURCE PARTNERS, LLC: PDN position timeline

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

WEALTHSOURCE PARTNERS, LLC held 36,977 PDN 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 36,977 shares
    Change vs previous 13F -1,423 shares

    0.08% of the 13F portfolio, value $1,201,006.

    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 38,400 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $1,134,331.

    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 38,375 shares
    Change vs previous 13F +33 shares

    0.08% of the 13F portfolio, value $1,181,939.

    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 38,342 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $1,188,996.

    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 38,317 shares
    Change vs previous 13F +966 shares

    0.08% of the 13F portfolio, value $1,134,945.

    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 37,351 shares
    Change vs previous 13F -4,779 shares

    0.07% of the 13F portfolio, value $957,000.

    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 42,130 shares
    Change vs previous 13F -8,941 shares

    0.09% of the 13F portfolio, value $1,226,000.

    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 51,071 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,761,000.

    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).