WEALTHSOURCE PARTNERS, LLC: BNY position timeline

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

WEALTHSOURCE PARTNERS, LLC held 6,504 BNY shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

period ended2023-12-31
13F 6,504 shares
Change vs previous 13F +160 shares
0.02% of the 13F portfolio, value $338,545.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2024-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 6,344 shares
Change vs previous 13F -431 shares
0.02% of the 13F portfolio, value $270,564.
13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 6,775 shares
Change vs previous 13F +1,352 shares
0.02% of the 13F portfolio, value $301,602.
13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 5,423 shares
Change vs previous 13F -46 shares
0.02% of the 13F portfolio, value $246,413.
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 5,469 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $248,961.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).