Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: DFAC position timeline

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

WEALTHSOURCE PARTNERS, LLC held 368,139 DFAC 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 368,139 shares
    Change vs previous 13F -917 shares

    0.7% of the 13F portfolio, value $10,760,714.

    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 369,056 shares
    Change vs previous 13F -1,990 shares

    0.66% of the 13F portfolio, value $9,669,269.

    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 371,046 shares
    Change vs previous 13F +36,398 shares

    0.66% of the 13F portfolio, value $10,073,892.

    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 334,648 shares
    Change vs previous 13F -21,920 shares

    0.58% of the 13F portfolio, value $8,526,843.

    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 356,568 shares
    Change vs previous 13F +40,683 shares

    0.61% of the 13F portfolio, value $8,657,461.

    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 315,885 shares
    Change vs previous 13F +58,290 shares

    0.52% of the 13F portfolio, value $7,025,000.

    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 257,595 shares
    Change vs previous 13F +114,642 shares

    0.44% of the 13F portfolio, value $6,002,000.

    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 142,953 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,943,000.

    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).