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WEALTHSOURCE PARTNERS, LLC: DMXF position timeline

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

WEALTHSOURCE PARTNERS, LLC held 15,763 DMXF 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 15,763 shares
    Change vs previous 13F -828 shares

    0.07% of the 13F portfolio, value $1,006,940.

    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 16,591 shares
    Change vs previous 13F -854 shares

    0.06% of the 13F portfolio, value $947,180.

    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 17,445 shares
    Change vs previous 13F -602 shares

    0.07% of the 13F portfolio, value $1,062,575.

    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 18,047 shares
    Change vs previous 13F -459 shares

    0.07% of the 13F portfolio, value $1,075,421.

    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 18,506 shares
    Change vs previous 13F -1,066 shares

    0.07% of the 13F portfolio, value $1,004,321.

    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 19,572 shares
    Change vs previous 13F -2,719 shares

    0.07% of the 13F portfolio, value $912,000.

    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 22,291 shares
    Change vs previous 13F -2,628 shares

    0.08% of the 13F portfolio, value $1,162,000.

    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 24,919 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,520,000.

    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).