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Disclosery

WEALTHSOURCE PARTNERS, LLC: DIS position timeline

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

WEALTHSOURCE PARTNERS, LLC held 11,622 DIS 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 11,622 shares
    Change vs previous 13F -1,460 shares

    0.07% of the 13F portfolio, value $1,049,387.

    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 13,082 shares
    Change vs previous 13F -986 shares

    0.07% of the 13F portfolio, value $1,060,329.

    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 14,068 shares
    Change vs previous 13F -1,481 shares

    0.08% of the 13F portfolio, value $1,255,960.

    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 15,549 shares
    Change vs previous 13F -1,374 shares

    0.11% of the 13F portfolio, value $1,556,886.

    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 16,923 shares
    Change vs previous 13F -5,078 shares

    0.1% of the 13F portfolio, value $1,470,228.

    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 22,001 shares
    Change vs previous 13F -4,512 shares

    0.15% of the 13F portfolio, value $2,075,000.

    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 26,513 shares
    Change vs previous 13F -36,360 shares

    0.18% of the 13F portfolio, value $2,503,000.

    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 62,873 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,624,000.

    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).