Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
BIRD holding history
Smartbird, 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.
BIRD overviewAll 13F holders of BIRDFull Q4 2023 holdings
- Shares (Q4 2023)
- 14,901
- Value
- $18.3K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 14,901 | $18.3K | <0.1% | −3,587−19.4% | Reduced | Holders |
| Q3 2023 | 18,488 | $20.5K | <0.1% | +4,839+35.5% | Added | Holders |
| Q2 2023 | 13,649 | $17.2K | <0.1% | +3,439+33.7% | Added | Holders |
| Q1 2023 | 10,210 | $12.3K | <0.1% | +10,210 | New | Holders |