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WEALTHSOURCE PARTNERS, LLC: DFAU position timeline

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

WEALTHSOURCE PARTNERS, LLC held 336,505 DFAU 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 336,505 shares
    Change vs previous 13F -7,063 shares

    0.73% of the 13F portfolio, value $11,188,791.

    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 343,568 shares
    Change vs previous 13F -26,428 shares

    0.7% of the 13F portfolio, value $10,289,862.

    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 369,996 shares
    Change vs previous 13F -9,463 shares

    0.76% of the 13F portfolio, value $11,466,176.

    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 379,459 shares
    Change vs previous 13F -204 shares

    0.74% of the 13F portfolio, value $10,917,035.

    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 379,663 shares
    Change vs previous 13F +55,618 shares

    0.73% of the 13F portfolio, value $10,258,494.

    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 324,045 shares
    Change vs previous 13F -17,195 shares

    0.6% of the 13F portfolio, value $8,150,000.

    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 341,240 shares
    Change vs previous 13F +132,289 shares

    0.66% of the 13F portfolio, value $9,019,000.

    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 208,951 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,586,000.

    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).