Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
SPG holding history
Simon Property Group 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.
SPG overviewAll 13F holders of SPGFull Q4 2023 holdings
- Shares (Q4 2023)
- 2,093
- Value
- $298.5K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 2,093 | $298.5K | <0.1% | +44+2.1% | Added | Holders |
| Q3 2023 | 2,049 | $221.4K | <0.1% | +17+0.8% | Added | Holders |
| Q2 2023 | 2,032 | $234.7K | <0.1% | −176−8.0% | Reduced | Holders |
| Q1 2023 | 2,208 | $247.2K | <0.1% | −17−0.8% | Reduced | Holders |
| Q4 2022 | 2,225 | $261.4K | <0.1% | +2,225 | New | Holders |