WEALTHSOURCE PARTNERS, LLC: DBA position timeline

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

WEALTHSOURCE PARTNERS, LLC held 0 DBA shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

period ended2023-03-31
13F 0 shares
Change vs previous 13F -78,523 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2022-12-31
13F 78,523 shares
Change vs previous 13F -12,686 shares
0.11% of the 13F portfolio, value $1,582,240.
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).
period ended2022-09-30
13F 91,209 shares
Change vs previous 13F -1,825 shares
0.14% of the 13F portfolio, value $1,826,000.
13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 93,034 shares
Change vs previous 13F -21,608 shares
0.14% of the 13F portfolio, value $1,896,000.
13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 114,642 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $2,508,000.
13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).