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Disclosery

WEALTHSOURCE PARTNERS, LLC: EDV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 0 EDV 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 -17,112 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 17,112 shares
    Change vs previous 13F +17,112 shares

    0.1% of the 13F portfolio, value $1,549,330.

    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 0 shares
    Change vs previous 13F -8,491 shares

    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).

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

  4. period ended2022-09-30
    13F 8,491 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $736,000.

    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 8,526 shares
    Change vs previous 13F -936 shares

    0.06% of the 13F portfolio, value $854,000.

    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 9,462 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,152,000.

    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).