Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: TLT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 48,972 TLT 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 48,972 shares
    Change vs previous 13F +3,397 shares

    0.32% of the 13F portfolio, value $4,842,351.

    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 45,575 shares
    Change vs previous 13F -2,621 shares

    0.28% of the 13F portfolio, value $4,042,047.

    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 48,196 shares
    Change vs previous 13F -1,407 shares

    0.33% of the 13F portfolio, value $4,961,296.

    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 49,603 shares
    Change vs previous 13F -2,554 shares

    0.36% of the 13F portfolio, value $5,276,271.

    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 52,157 shares
    Change vs previous 13F -12,009 shares

    0.37% of the 13F portfolio, value $5,192,751.

    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 64,166 shares
    Change vs previous 13F -13,552 shares

    0.49% of the 13F portfolio, value $6,574,000.

    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 77,718 shares
    Change vs previous 13F +22,201 shares

    0.65% of the 13F portfolio, value $8,927,000.

    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 55,517 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,333,000.

    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).