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Disclosery

WEALTHSOURCE PARTNERS, LLC: SGDM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 19,842 SGDM 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 19,842 shares
    Change vs previous 13F +268 shares

    0.03% of the 13F portfolio, value $495,762.

    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 19,574 shares
    Change vs previous 13F -27 shares

    0.03% of the 13F portfolio, value $447,673.

    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 19,601 shares
    Change vs previous 13F -1,721 shares

    0.03% of the 13F portfolio, value $507,206.

    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 21,322 shares
    Change vs previous 13F -6,387 shares

    0.04% of the 13F portfolio, value $602,136.

    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 27,709 shares
    Change vs previous 13F +234 shares

    0.05% of the 13F portfolio, value $686,078.

    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 27,475 shares
    Change vs previous 13F 0 shares

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

    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 27,475 shares
    Change vs previous 13F -300 shares

    0.05% of the 13F portfolio, value $668,000.

    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 27,775 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $917,000.

    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).