Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
RBA holding history
RB Global 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.
RBA overviewAll 13F holders of RBAFull Q4 2023 holdings
- Shares (Q4 2023)
- 12,827
- Value
- $858.0K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 12,827 | $858.0K | 0.1% | −2,581−16.8% | Reduced | Holders |
| Q3 2023 | 15,408 | $963.0K | 0.1% | −188−1.2% | Reduced | Holders |
| Q2 2023 | 15,596 | $935.8K | 0.1% | +4,550+41.2% | Added | Holders |
| Q1 2023 | 11,046 | $621.8K | <0.1% | +4,142+60.0% | Added | Holders |
| Q4 2022 | 6,904 | $399.3K | <0.1% | +1,005+17.0% | Added | Holders |
| Q3 2022 | 5,899 | $369.0K | <0.1% | −573−8.9% | Reduced | Holders |
| Q2 2022 | 6,472 | $421.0K | <0.1% | −336−4.9% | Reduced | Holders |
| Q1 2022 | 6,808 | $402.0K | <0.1% | −67−1.0% | Reduced | Holders |
| Q4 2021 | 6,875 | $421.0K | <0.1% | +6,875 | New | Holders |