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WEALTHSOURCE PARTNERS, LLC: USXF position timeline

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

WEALTHSOURCE PARTNERS, LLC held 44,703 USXF 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 44,703 shares
    Change vs previous 13F -3,697 shares

    0.12% of the 13F portfolio, value $1,780,073.

    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 48,400 shares
    Change vs previous 13F -5,246 shares

    0.11% of the 13F portfolio, value $1,677,544.

    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 53,646 shares
    Change vs previous 13F -1,903 shares

    0.13% of the 13F portfolio, value $1,928,574.

    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 55,549 shares
    Change vs previous 13F +525 shares

    0.12% of the 13F portfolio, value $1,837,005.

    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 55,024 shares
    Change vs previous 13F -4,968 shares

    0.12% of the 13F portfolio, value $1,687,036.

    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 59,992 shares
    Change vs previous 13F +203 shares

    0.12% of the 13F portfolio, value $1,681,000.

    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 59,789 shares
    Change vs previous 13F -35,212 shares

    0.13% of the 13F portfolio, value $1,786,000.

    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 95,001 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,391,000.

    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).