Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: SHY position timeline

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

WEALTHSOURCE PARTNERS, LLC held 0 SHY shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -9,050 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 9,050 shares
    Change vs previous 13F +2,200 shares

    0.05% of the 13F portfolio, value $733,774.

    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).

  3. period ended2023-03-31
    13F 6,850 shares
    Change vs previous 13F -17,570 shares

    0.04% of the 13F portfolio, value $562,796.

    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).

  4. period ended2022-12-31
    13F 24,420 shares
    Change vs previous 13F -22,945 shares

    0.14% of the 13F portfolio, value $1,982,171.

    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).

  5. period ended2022-09-30
    13F 47,365 shares
    Change vs previous 13F +18,087 shares

    0.28% of the 13F portfolio, value $3,847,000.

    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).

  6. period ended2022-06-30
    13F 29,278 shares
    Change vs previous 13F -5,410 shares

    0.18% of the 13F portfolio, value $2,424,000.

    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).

  7. period ended2022-03-31
    13F 34,688 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,891,000.

    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).