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WEALTHSOURCE PARTNERS, LLC: XLG position timeline

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

WEALTHSOURCE PARTNERS, LLC held 310,342 XLG 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 310,342 shares
    Change vs previous 13F +38,333 shares

    0.76% of the 13F portfolio, value $11,706,100.

    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 272,009 shares
    Change vs previous 13F +245,180 shares

    0.63% of the 13F portfolio, value $9,237,426.

    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 26,829 shares
    Change vs previous 13F +291 shares

    0.62% of the 13F portfolio, value $9,382,906.

    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 26,538 shares
    Change vs previous 13F -1,061 shares

    0.56% of the 13F portfolio, value $8,240,580.

    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 27,599 shares
    Change vs previous 13F +4,573 shares

    0.54% of the 13F portfolio, value $7,616,772.

    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 23,026 shares
    Change vs previous 13F -15,036 shares

    0.46% of the 13F portfolio, value $6,198,000.

    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 38,062 shares
    Change vs previous 13F +30,406 shares

    0.8% of the 13F portfolio, value $10,907,000.

    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 7,656 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,691,000.

    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).