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WEALTHSOURCE PARTNERS, LLC: SUSL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 99,750 SUSL 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 99,750 shares
    Change vs previous 13F -6,063 shares

    0.55% of the 13F portfolio, value $8,416,905.

    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 105,813 shares
    Change vs previous 13F -1,150 shares

    0.55% of the 13F portfolio, value $7,979,358.

    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 106,963 shares
    Change vs previous 13F -1,646 shares

    0.55% of the 13F portfolio, value $8,281,075.

    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 108,609 shares
    Change vs previous 13F -7,431 shares

    0.52% of the 13F portfolio, value $7,739,477.

    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 116,040 shares
    Change vs previous 13F +29,032 shares

    0.54% of the 13F portfolio, value $7,694,612.

    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 87,008 shares
    Change vs previous 13F -71,608 shares

    0.4% of the 13F portfolio, value $5,374,000.

    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 158,616 shares
    Change vs previous 13F +120,868 shares

    0.77% of the 13F portfolio, value $10,531,000.

    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 37,748 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,989,000.

    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).