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Disclosery

WEALTHSOURCE PARTNERS, LLC: TAIL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 71,577 TAIL 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 71,577 shares
    Change vs previous 13F -17,665 shares

    0.06% of the 13F portfolio, value $916,901.

    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 89,242 shares
    Change vs previous 13F -11,191 shares

    0.08% of the 13F portfolio, value $1,154,791.

    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 100,433 shares
    Change vs previous 13F -2,547 shares

    0.09% of the 13F portfolio, value $1,363,880.

    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 102,980 shares
    Change vs previous 13F -14,648 shares

    0.1% of the 13F portfolio, value $1,513,806.

    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 117,628 shares
    Change vs previous 13F -32,550 shares

    0.13% of the 13F portfolio, value $1,799,708.

    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 150,178 shares
    Change vs previous 13F +2,807 shares

    0.19% of the 13F portfolio, value $2,530,000.

    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 147,371 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,591,000.

    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).