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WEALTHSOURCE PARTNERS, LLC: XJUN position timeline

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

WEALTHSOURCE PARTNERS, LLC held 51,818 XJUN 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 51,818 shares
    Change vs previous 13F -2,250 shares

    0.12% of the 13F portfolio, value $1,820,486.

    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 54,068 shares
    Change vs previous 13F -4,045 shares

    0.12% of the 13F portfolio, value $1,791,013.

    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 58,113 shares
    Change vs previous 13F +46,113 shares

    0.13% of the 13F portfolio, value $1,943,880.

    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 12,000 shares
    Change vs previous 13F -18,105 shares

    0.03% of the 13F portfolio, value $385,686.

    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 30,105 shares
    Change vs previous 13F -50,800 shares

    0.07% of the 13F portfolio, value $922,688.

    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 80,905 shares
    Change vs previous 13F +8,665 shares

    0.17% of the 13F portfolio, value $2,351,000.

    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 72,240 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,133,000.

    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).