Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

APAM holding history

Artisan Partners Asset Management Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APAM overview All 13F holders of APAM Full Q4 2023 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of APAM by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−6,599−100.0%	Sold out	Holders
Q2 2022	6,599	$235.0K	<0.1%	+456+7.4%	Added	Holders
Q1 2022	6,143	$242.0K	<0.1%	+1,486+31.9%	Added	Holders
Q4 2021	4,657	$222.0K	<0.1%	+4,657	New	Holders