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WEALTHSOURCE PARTNERS, LLC: SHM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 85,120 SHM 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 85,120 shares
    Change vs previous 13F -84,717 shares

    0.26% of the 13F portfolio, value $4,067,885.

    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 169,837 shares
    Change vs previous 13F +18,663 shares

    0.54% of the 13F portfolio, value $7,851,565.

    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 151,174 shares
    Change vs previous 13F +3,852 shares

    0.47% of the 13F portfolio, value $7,112,737.

    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 147,322 shares
    Change vs previous 13F -28,271 shares

    0.47% of the 13F portfolio, value $7,005,161.

    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 175,593 shares
    Change vs previous 13F -29,669 shares

    0.58% of the 13F portfolio, value $8,249,359.

    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 205,262 shares
    Change vs previous 13F +148,968 shares

    0.7% of the 13F portfolio, value $9,461,000.

    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 56,294 shares
    Change vs previous 13F +18,720 shares

    0.19% of the 13F portfolio, value $2,660,000.

    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 37,574 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,778,000.

    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).