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Disclosery

WEALTHSOURCE PARTNERS, LLC: SEMR position timeline

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

WEALTHSOURCE PARTNERS, LLC held 76,439 SEMR 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 76,439 shares
    Change vs previous 13F -333 shares

    0.07% of the 13F portfolio, value $1,044,157.

    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 76,772 shares
    Change vs previous 13F +1,182 shares

    0.04% of the 13F portfolio, value $652,562.

    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 75,590 shares
    Change vs previous 13F +58,521 shares

    0.05% of the 13F portfolio, value $723,396.

    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 17,069 shares
    Change vs previous 13F +667 shares

    0.01% of the 13F portfolio, value $171,543.

    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 16,402 shares
    Change vs previous 13F +2,801 shares

    0.01% of the 13F portfolio, value $133,512.

    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 13,601 shares
    Change vs previous 13F -2,678 shares

    0.01% of the 13F portfolio, value $152,000.

    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 16,279 shares
    Change vs previous 13F +2,769 shares

    0.02% of the 13F portfolio, value $210,000.

    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 13,510 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $161,000.

    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).