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Disclosery

WEALTHSOURCE PARTNERS, LLC: EFV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 746,309 EFV 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 746,309 shares
    Change vs previous 13F -156,391 shares

    2.53% of the 13F portfolio, value $38,882,716.

    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 902,700 shares
    Change vs previous 13F +270,820 shares

    3.02% of the 13F portfolio, value $44,169,104.

    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 631,880 shares
    Change vs previous 13F -28,225 shares

    2.04% of the 13F portfolio, value $30,924,212.

    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 660,105 shares
    Change vs previous 13F -204,084 shares

    2.17% of the 13F portfolio, value $32,034,913.

    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 864,189 shares
    Change vs previous 13F +49,041 shares

    2.81% of the 13F portfolio, value $39,648,981.

    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 815,148 shares
    Change vs previous 13F -309,312 shares

    2.33% of the 13F portfolio, value $31,408,000.

    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 1,124,460 shares
    Change vs previous 13F +416,425 shares

    3.57% of the 13F portfolio, value $48,802,000.

    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 708,035 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $35,586,000.

    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).