Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: XLK position timeline

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

WEALTHSOURCE PARTNERS, LLC held 7,742 XLK 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 7,742 shares
    Change vs previous 13F -3,690 shares

    0.1% of the 13F portfolio, value $1,490,143.

    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 11,432 shares
    Change vs previous 13F -760 shares

    0.13% of the 13F portfolio, value $1,873,967.

    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 12,192 shares
    Change vs previous 13F -2,033 shares

    0.14% of the 13F portfolio, value $2,119,628.

    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 14,225 shares
    Change vs previous 13F +4,775 shares

    0.15% of the 13F portfolio, value $2,148,116.

    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 9,450 shares
    Change vs previous 13F -1,909 shares

    0.08% of the 13F portfolio, value $1,176,012.

    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 11,359 shares
    Change vs previous 13F -1,069 shares

    0.1% of the 13F portfolio, value $1,349,000.

    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 12,428 shares
    Change vs previous 13F -7,430 shares

    0.12% of the 13F portfolio, value $1,580,000.

    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 19,858 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,156,000.

    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).