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WEALTHSOURCE PARTNERS, LLC: AVUS position timeline

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

WEALTHSOURCE PARTNERS, LLC held 21,029 AVUS 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 21,029 shares
    Change vs previous 13F -484 shares

    0.11% of the 13F portfolio, value $1,714,915.

    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 21,513 shares
    Change vs previous 13F -1,563 shares

    0.11% of the 13F portfolio, value $1,576,042.

    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 23,076 shares
    Change vs previous 13F -212 shares

    0.11% of the 13F portfolio, value $1,735,084.

    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 23,288 shares
    Change vs previous 13F -8 shares

    0.11% of the 13F portfolio, value $1,650,653.

    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 23,296 shares
    Change vs previous 13F -10,406 shares

    0.11% of the 13F portfolio, value $1,584,361.

    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 33,702 shares
    Change vs previous 13F +22,379 shares

    0.16% of the 13F portfolio, value $2,101,000.

    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 11,323 shares
    Change vs previous 13F +5,502 shares

    0.05% of the 13F portfolio, value $736,000.

    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 5,821 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $449,000.

    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).