Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: DFAE position timeline

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

WEALTHSOURCE PARTNERS, LLC held 47,999 DFAE 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 47,999 shares
    Change vs previous 13F -3,460 shares

    0.08% of the 13F portfolio, value $1,157,256.

    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 51,459 shares
    Change vs previous 13F +2,215 shares

    0.08% of the 13F portfolio, value $1,161,430.

    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 49,244 shares
    Change vs previous 13F -3,605 shares

    0.08% of the 13F portfolio, value $1,155,264.

    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 52,849 shares
    Change vs previous 13F +120 shares

    0.08% of the 13F portfolio, value $1,216,584.

    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 52,729 shares
    Change vs previous 13F -17,638 shares

    0.08% of the 13F portfolio, value $1,157,402.

    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 70,367 shares
    Change vs previous 13F -91,210 shares

    0.1% of the 13F portfolio, value $1,414,000.

    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 161,577 shares
    Change vs previous 13F +117,172 shares

    0.27% of the 13F portfolio, value $3,742,000.

    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 44,405 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,165,000.

    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).