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Disclosery

WEALTHSOURCE PARTNERS, LLC: BIV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 237,644 BIV 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 237,644 shares
    Change vs previous 13F -185,737 shares

    1.18% of the 13F portfolio, value $18,151,249.

    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 423,381 shares
    Change vs previous 13F +3,592 shares

    2.09% of the 13F portfolio, value $30,614,680.

    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 419,789 shares
    Change vs previous 13F +60,320 shares

    2.08% of the 13F portfolio, value $31,580,726.

    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 359,469 shares
    Change vs previous 13F -6,346 shares

    1.87% of the 13F portfolio, value $27,585,651.

    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 365,815 shares
    Change vs previous 13F +365,815 shares

    1.93% of the 13F portfolio, value $27,187,371.

    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 ended2022-06-30
    13F 0 shares
    Change vs previous 13F -12,248 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2022-03-31
    13F 12,248 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,003,000.

    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).