Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

PZC holding history

PIMCO California Municipal Income Fund III 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.

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

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of PZC by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−33,422−100.0%	Sold out	Holders
Q1 2022	33,422	$298.0K	<0.1%	+1,065+3.3%	Added	Holders
Q4 2021	32,357	$359.0K	<0.1%	+32,357	New	Holders