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WEALTHSOURCE PARTNERS, LLC: SJT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 513,588 SJT 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 513,588 shares
    Change vs previous 13F +6,450 shares

    0.17% of the 13F portfolio, value $2,609,028.

    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 507,138 shares
    Change vs previous 13F +2,778 shares

    0.24% of the 13F portfolio, value $3,514,470.

    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 504,360 shares
    Change vs previous 13F +28,587 shares

    0.25% of the 13F portfolio, value $3,747,395.

    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 475,773 shares
    Change vs previous 13F -60,139 shares

    0.34% of the 13F portfolio, value $5,005,136.

    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 535,912 shares
    Change vs previous 13F +23,259 shares

    0.43% of the 13F portfolio, value $6,120,114.

    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 512,653 shares
    Change vs previous 13F +18,465 shares

    0.36% of the 13F portfolio, value $4,819,000.

    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 494,188 shares
    Change vs previous 13F +13,960 shares

    0.31% of the 13F portfolio, value $4,290,000.

    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 480,228 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,212,000.

    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).