Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

ISTR holding history

Investar Holding Corp 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.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of ISTR by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−47,404−100.0%	Sold out	Holders
Q3 2022	47,404	$943.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	47,404	$1.04M	0.1%	−11,844−20.0%	Reduced	Holders
Q1 2022	59,248	$1.13M	0.1%	+59,248	New	Holders