WEALTHSOURCE PARTNERS, LLC: PGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on PGR, newest first. How the timeline and the estimate are built.
WEALTHSOURCE PARTNERS, LLC held 4,891 PGR shares at 2023-12-31 per its 13F-HR filed 2024-01-16.
the latest 13F is the newest step
- period ended2023-12-3113F 4,891 sharesChange vs previous 13F +14 shares
0.05% of the 13F portfolio, value $779,110.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 4,877 sharesChange vs previous 13F +130 shares
0.05% of the 13F portfolio, value $679,408.
13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 4,747 sharesChange vs previous 13F +2,325 shares
0.04% of the 13F portfolio, value $628,373.
13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,422 sharesChange vs previous 13F -166 shares
0.02% of the 13F portfolio, value $346,496.
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 2,588 sharesChange vs previous 13F +311 shares
0.02% of the 13F portfolio, value $335,700.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 2,277 sharesChange vs previous 13F +381 shares
0.02% of the 13F portfolio, value $265,000.
13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 1,896 sharesChange vs previous 13F -95 shares
0.02% of the 13F portfolio, value $220,000.
13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 1,991 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $227,000.
13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).