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WEALTHSOURCE PARTNERS, LLC: ULCC position timeline

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

WEALTHSOURCE PARTNERS, LLC held 113,711 ULCC 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 113,711 shares
    Change vs previous 13F +19,213 shares

    0.04% of the 13F portfolio, value $620,862.

    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 94,498 shares
    Change vs previous 13F +9,543 shares

    0.03% of the 13F portfolio, value $457,370.

    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 84,955 shares
    Change vs previous 13F +46,528 shares

    0.05% of the 13F portfolio, value $821,515.

    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 38,427 shares
    Change vs previous 13F +974 shares

    0.03% of the 13F portfolio, value $378,122.

    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 37,453 shares
    Change vs previous 13F +5,578 shares

    0.03% of the 13F portfolio, value $384,642.

    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 31,875 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,000.

    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).