WEALTHSOURCE PARTNERS, LLC: BP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on BP, newest first. How the timeline and the estimate are built.
WEALTHSOURCE PARTNERS, LLC held 18,877 BP shares at 2023-12-31 per its 13F-HR filed 2024-01-16.
the latest 13F is the newest step
- period ended2023-12-3113F 18,877 sharesChange vs previous 13F +144 shares
0.04% of the 13F portfolio, value $668,246.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 18,733 sharesChange vs previous 13F -795 shares
0.05% of the 13F portfolio, value $725,342.
13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 19,528 sharesChange vs previous 13F -1,112 shares
0.05% of the 13F portfolio, value $689,143.
13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 20,640 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $783,097.
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 20,640 sharesChange vs previous 13F -515 shares
0.05% of the 13F portfolio, value $720,969.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 21,155 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $604,000.
13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).