WEALTHSOURCE PARTNERS, LLC: DFSD position timeline

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

WEALTHSOURCE PARTNERS, LLC held 44,722 DFSD shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

period ended2023-12-31
13F 44,722 shares
Change vs previous 13F +4,981 shares
0.14% of the 13F portfolio, value $2,102,381.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2024-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 39,741 shares
Change vs previous 13F -1,672 shares
0.13% of the 13F portfolio, value $1,843,188.
13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 41,413 shares
Change vs previous 13F +3,227 shares
0.13% of the 13F portfolio, value $1,919,493.
13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 38,186 shares
Change vs previous 13F +835 shares
0.12% of the 13F portfolio, value $1,781,759.
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 37,351 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $1,721,508.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).