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WEALTHSOURCE PARTNERS, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on AAPL, newest first. How the timeline and the estimate are built.

WEALTHSOURCE PARTNERS, LLC held 148,927 AAPL shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 148,927 shares
    Change vs previous 13F -6,622 shares

    1.87% of the 13F portfolio, value $28,672,867.

    13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 155,549 shares
    Change vs previous 13F -15,630 shares

    1.82% of the 13F portfolio, value $26,631,478.

    13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 171,179 shares
    Change vs previous 13F -5,924 shares

    2.19% of the 13F portfolio, value $33,203,656.

    13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 177,103 shares
    Change vs previous 13F -12,271 shares

    1.98% of the 13F portfolio, value $29,204,363.

    13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 189,374 shares
    Change vs previous 13F -25,173 shares

    1.74% of the 13F portfolio, value $24,605,341.

    13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 214,547 shares
    Change vs previous 13F -17,826 shares

    2.2% of the 13F portfolio, value $29,650,000.

    13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 232,373 shares
    Change vs previous 13F -59,615 shares

    2.32% of the 13F portfolio, value $31,770,000.

    13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 291,988 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $50,984,000.

    13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).