Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: XLE position timeline

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

WEALTHSOURCE PARTNERS, LLC held 25,956 XLE 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 25,956 shares
    Change vs previous 13F -5,543 shares

    0.14% of the 13F portfolio, value $2,176,161.

    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 31,499 shares
    Change vs previous 13F -1,972 shares

    0.19% of the 13F portfolio, value $2,847,221.

    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 33,471 shares
    Change vs previous 13F -929 shares

    0.18% of the 13F portfolio, value $2,716,845.

    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 34,400 shares
    Change vs previous 13F -13,517 shares

    0.19% of the 13F portfolio, value $2,849,373.

    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 47,917 shares
    Change vs previous 13F -1,115 shares

    0.3% of the 13F portfolio, value $4,191,338.

    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 49,032 shares
    Change vs previous 13F +8,218 shares

    0.26% of the 13F portfolio, value $3,531,000.

    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 40,814 shares
    Change vs previous 13F -4,164 shares

    0.21% of the 13F portfolio, value $2,919,000.

    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 44,978 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,438,000.

    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).