Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: XMAR position timeline

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

WEALTHSOURCE PARTNERS, LLC held 85,199 XMAR 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 85,199 shares
    Change vs previous 13F -664 shares

    0.18% of the 13F portfolio, value $2,801,343.

    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 85,863 shares
    Change vs previous 13F -475 shares

    0.19% of the 13F portfolio, value $2,716,705.

    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 86,338 shares
    Change vs previous 13F -4,283 shares

    0.18% of the 13F portfolio, value $2,716,098.

    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 90,621 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,748,535.

    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).