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WEALTHSOURCE PARTNERS, LLC: SHYG position timeline

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

WEALTHSOURCE PARTNERS, LLC held 29,425 SHYG 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 29,425 shares
    Change vs previous 13F +2,789 shares

    0.08% of the 13F portfolio, value $1,242,324.

    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 26,636 shares
    Change vs previous 13F -3,491 shares

    0.07% of the 13F portfolio, value $1,092,875.

    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 30,127 shares
    Change vs previous 13F -38,165 shares

    0.08% of the 13F portfolio, value $1,248,764.

    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 68,292 shares
    Change vs previous 13F -464,739 shares

    0.19% of the 13F portfolio, value $2,846,411.

    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 533,031 shares
    Change vs previous 13F +449,805 shares

    1.54% of the 13F portfolio, value $21,795,650.

    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 83,226 shares
    Change vs previous 13F -46,884 shares

    0.25% of the 13F portfolio, value $3,324,000.

    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 130,110 shares
    Change vs previous 13F -20,928 shares

    0.39% of the 13F portfolio, value $5,276,000.

    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 151,038 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,640,000.

    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).