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Disclosery

WEALTHSOURCE PARTNERS, LLC: SHV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 57,813 SHV 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 57,813 shares
    Change vs previous 13F +29,249 shares

    0.41% of the 13F portfolio, value $6,366,946.

    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 28,564 shares
    Change vs previous 13F +55 shares

    0.22% of the 13F portfolio, value $3,155,465.

    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 28,509 shares
    Change vs previous 13F +1,755 shares

    0.21% of the 13F portfolio, value $3,148,819.

    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 26,754 shares
    Change vs previous 13F +7,450 shares

    0.2% of the 13F portfolio, value $2,956,317.

    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 19,304 shares
    Change vs previous 13F -638 shares

    0.15% of the 13F portfolio, value $2,121,896.

    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 19,942 shares
    Change vs previous 13F +7,080 shares

    0.16% of the 13F portfolio, value $2,194,000.

    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 12,862 shares
    Change vs previous 13F +10,283 shares

    0.1% of the 13F portfolio, value $1,416,000.

    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 2,579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $284,000.

    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).