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Disclosery

WEALTHSOURCE PARTNERS, LLC: UBER position timeline

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

WEALTHSOURCE PARTNERS, LLC held 12,926 UBER 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 12,926 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $795,854.

    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 12,918 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $594,099.

    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 12,905 shares
    Change vs previous 13F -14,492 shares

    0.04% of the 13F portfolio, value $557,109.

    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 27,397 shares
    Change vs previous 13F -280 shares

    0.06% of the 13F portfolio, value $868,485.

    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 27,677 shares
    Change vs previous 13F +1,476 shares

    0.05% of the 13F portfolio, value $684,452.

    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 26,201 shares
    Change vs previous 13F +26,201 shares

    0.05% of the 13F portfolio, value $694,000.

    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 0 shares
    Change vs previous 13F -8,446 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2022-03-31
    13F 8,446 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $301,000.

    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).