Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: DSI position timeline

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

WEALTHSOURCE PARTNERS, LLC held 24,827 DSI 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 24,827 shares
    Change vs previous 13F +1,325 shares

    0.15% of the 13F portfolio, value $2,260,498.

    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 23,502 shares
    Change vs previous 13F -2,330 shares

    0.13% of the 13F portfolio, value $1,913,298.

    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 25,832 shares
    Change vs previous 13F -918 shares

    0.14% of the 13F portfolio, value $2,174,279.

    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 26,750 shares
    Change vs previous 13F -3,271 shares

    0.14% of the 13F portfolio, value $2,086,233.

    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 30,021 shares
    Change vs previous 13F -147 shares

    0.15% of the 13F portfolio, value $2,155,208.

    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 30,168 shares
    Change vs previous 13F -2,435 shares

    0.15% of the 13F portfolio, value $2,020,000.

    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 32,603 shares
    Change vs previous 13F +20,916 shares

    0.17% of the 13F portfolio, value $2,344,000.

    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 11,687 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,012,000.

    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).