Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: DIA position timeline

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

WEALTHSOURCE PARTNERS, LLC held 0 DIA shares at 2023-06-30 per its 13F-HR filed 2023-08-15.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -718 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 718 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $238,821.

    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).

  3. period ended2022-12-31
    13F 685 shares
    Change vs previous 13F -1,346 shares

    0.02% of the 13F portfolio, value $226,961.

    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).

  4. period ended2022-09-30
    13F 2,031 shares
    Change vs previous 13F +127 shares

    0.04% of the 13F portfolio, value $584,000.

    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).

  5. period ended2022-06-30
    13F 1,904 shares
    Change vs previous 13F +356 shares

    0.04% of the 13F portfolio, value $586,000.

    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).

  6. period ended2022-03-31
    13F 1,548 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $537,000.

    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).