Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: BRK-B position timeline

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

WEALTHSOURCE PARTNERS, LLC held 9,172 BRK-B 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 9,172 shares
    Change vs previous 13F -276 shares

    0.21% of the 13F portfolio, value $3,271,286.

    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 9,448 shares
    Change vs previous 13F -692 shares

    0.23% of the 13F portfolio, value $3,309,634.

    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 10,140 shares
    Change vs previous 13F -1,390 shares

    0.23% of the 13F portfolio, value $3,457,740.

    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 11,530 shares
    Change vs previous 13F -1,305 shares

    0.24% of the 13F portfolio, value $3,560,118.

    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 12,835 shares
    Change vs previous 13F -928 shares

    0.28% of the 13F portfolio, value $3,964,732.

    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 13,763 shares
    Change vs previous 13F -628 shares

    0.27% of the 13F portfolio, value $3,675,000.

    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 14,391 shares
    Change vs previous 13F -1,995 shares

    0.29% of the 13F portfolio, value $3,929,000.

    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 16,386 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,783,000.

    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).