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WEALTHSOURCE PARTNERS, LLC: SUSC position timeline

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

WEALTHSOURCE PARTNERS, LLC held 97,781 SUSC 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 97,781 shares
    Change vs previous 13F -3,504 shares

    0.15% of the 13F portfolio, value $2,275,364.

    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 101,285 shares
    Change vs previous 13F +8,195 shares

    0.15% of the 13F portfolio, value $2,203,962.

    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 93,090 shares
    Change vs previous 13F -3,626 shares

    0.14% of the 13F portfolio, value $2,116,867.

    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 96,716 shares
    Change vs previous 13F +33,645 shares

    0.15% of the 13F portfolio, value $2,225,919.

    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 63,071 shares
    Change vs previous 13F -1,561 shares

    0.1% of the 13F portfolio, value $1,406,326.

    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 64,632 shares
    Change vs previous 13F +8,498 shares

    0.1% of the 13F portfolio, value $1,408,000.

    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 56,134 shares
    Change vs previous 13F +16,671 shares

    0.1% of the 13F portfolio, value $1,300,000.

    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 39,463 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $992,000.

    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).