WEALTHSOURCE PARTNERS, LLC: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on DE, newest first. How the timeline and the estimate are built.
WEALTHSOURCE PARTNERS, LLC held 1,757 DE shares at 2023-12-31 per its 13F-HR filed 2024-01-16.
the latest 13F is the newest step
- period ended2023-12-3113F 1,757 sharesChange vs previous 13F -481 shares
0.05% of the 13F portfolio, value $702,627.
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 2,238 sharesChange vs previous 13F +8 shares
0.06% of the 13F portfolio, value $844,502.
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 2,230 sharesChange vs previous 13F +525 shares
0.06% of the 13F portfolio, value $903,534.
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 1,705 sharesChange vs previous 13F -57 shares
0.05% of the 13F portfolio, value $703,779.
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 1,762 sharesChange vs previous 13F -102 shares
0.05% of the 13F portfolio, value $755,437.
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 1,864 sharesChange vs previous 13F +15 shares
0.05% of the 13F portfolio, value $623,000.
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).
- period ended2022-06-3013F 1,849 sharesChange vs previous 13F -445 shares
0.04% of the 13F portfolio, value $554,000.
13F-HR 0001674623-22-000004 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 ended2022-03-3113F 2,294 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $953,000.
13F-HR 0001674623-22-000003 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).