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Disclosery

WEALTHSOURCE PARTNERS, LLC: SGOL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 76,370 SGOL 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 76,370 shares
    Change vs previous 13F -112 shares

    0.1% of the 13F portfolio, value $1,507,544.

    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 76,482 shares
    Change vs previous 13F -753 shares

    0.09% of the 13F portfolio, value $1,352,967.

    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 77,235 shares
    Change vs previous 13F -686 shares

    0.09% of the 13F portfolio, value $1,418,807.

    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 77,921 shares
    Change vs previous 13F +4,193 shares

    0.1% of the 13F portfolio, value $1,470,369.

    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 73,728 shares
    Change vs previous 13F +38,352 shares

    0.09% of the 13F portfolio, value $1,288,028.

    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 35,376 shares
    Change vs previous 13F -2,786 shares

    0.04% of the 13F portfolio, value $563,000.

    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 38,162 shares
    Change vs previous 13F -18,643 shares

    0.05% of the 13F portfolio, value $661,000.

    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 56,805 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,055,000.

    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).