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Disclosery

WEALTHSOURCE PARTNERS, LLC: SGOV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 16,693 SGOV 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 16,693 shares
    Change vs previous 13F +1,795 shares

    0.11% of the 13F portfolio, value $1,673,801.

    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 14,898 shares
    Change vs previous 13F +5,661 shares

    0.1% of the 13F portfolio, value $1,499,736.

    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 9,237 shares
    Change vs previous 13F -6,342 shares

    0.06% of the 13F portfolio, value $929,486.

    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 15,579 shares
    Change vs previous 13F -7,606 shares

    0.11% of the 13F portfolio, value $1,566,900.

    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 23,185 shares
    Change vs previous 13F +5,725 shares

    0.16% of the 13F portfolio, value $2,321,742.

    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 17,460 shares
    Change vs previous 13F +6,253 shares

    0.13% of the 13F portfolio, value $1,751,000.

    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 11,207 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,122,000.

    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).