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Disclosery

WEALTHSOURCE PARTNERS, LLC: USHY position timeline

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

WEALTHSOURCE PARTNERS, LLC held 19,432 USHY 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 19,432 shares
    Change vs previous 13F -10,667 shares

    0.05% of the 13F portfolio, value $706,353.

    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 30,099 shares
    Change vs previous 13F -6,639 shares

    0.07% of the 13F portfolio, value $1,044,736.

    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 36,738 shares
    Change vs previous 13F -3,714 shares

    0.09% of the 13F portfolio, value $1,296,851.

    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 40,452 shares
    Change vs previous 13F +794 shares

    0.1% of the 13F portfolio, value $1,438,069.

    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 39,658 shares
    Change vs previous 13F -6,117 shares

    0.1% of the 13F portfolio, value $1,369,377.

    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 45,775 shares
    Change vs previous 13F +6,683 shares

    0.11% of the 13F portfolio, value $1,539,000.

    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 39,092 shares
    Change vs previous 13F -35,401 shares

    0.1% of the 13F portfolio, value $1,353,000.

    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 74,493 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,895,000.

    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).