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WEALTHSOURCE PARTNERS, LLC: DFAI position timeline

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

WEALTHSOURCE PARTNERS, LLC held 131,364 DFAI 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 131,364 shares
    Change vs previous 13F +9 shares

    0.24% of the 13F portfolio, value $3,762,265.

    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 131,355 shares
    Change vs previous 13F -8,584 shares

    0.23% of the 13F portfolio, value $3,429,679.

    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 139,939 shares
    Change vs previous 13F -2,100 shares

    0.25% of the 13F portfolio, value $3,823,133.

    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 142,039 shares
    Change vs previous 13F -6,240 shares

    0.26% of the 13F portfolio, value $3,827,951.

    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 148,279 shares
    Change vs previous 13F -11,324 shares

    0.26% of the 13F portfolio, value $3,712,906.

    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 159,603 shares
    Change vs previous 13F -130,012 shares

    0.25% of the 13F portfolio, value $3,443,000.

    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 289,615 shares
    Change vs previous 13F +177,604 shares

    0.51% of the 13F portfolio, value $6,991,000.

    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 112,011 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,153,000.

    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).