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WEALTHSOURCE PARTNERS, LLC: EFG position timeline

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

WEALTHSOURCE PARTNERS, LLC held 391,479 EFG 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 391,479 shares
    Change vs previous 13F -141,143 shares

    2.47% of the 13F portfolio, value $37,914,762.

    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 532,622 shares
    Change vs previous 13F -118,750 shares

    3.14% of the 13F portfolio, value $45,965,251.

    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 651,372 shares
    Change vs previous 13F -9,570 shares

    4.1% of the 13F portfolio, value $62,147,366.

    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 660,942 shares
    Change vs previous 13F +180,648 shares

    4.19% of the 13F portfolio, value $61,917,083.

    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 480,294 shares
    Change vs previous 13F +5,241 shares

    2.85% of the 13F portfolio, value $40,229,454.

    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 475,053 shares
    Change vs previous 13F +88,092 shares

    2.55% of the 13F portfolio, value $34,470,000.

    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 386,961 shares
    Change vs previous 13F +38,657 shares

    2.28% of the 13F portfolio, value $31,146,000.

    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 348,304 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $33,531,000.

    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).