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WEALTHSOURCE PARTNERS, LLC: PPLT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 5,100 PPLT 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 5,100 shares
    Change vs previous 13F -1,942 shares

    0.03% of the 13F portfolio, value $464,916.

    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 7,042 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $588,852.

    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 7,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $595,755.

    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).