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WEALTHSOURCE PARTNERS, LLC: EMB position timeline

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

WEALTHSOURCE PARTNERS, LLC held 70,561 EMB 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 70,561 shares
    Change vs previous 13F -12,112 shares

    0.41% of the 13F portfolio, value $6,284,175.

    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 82,673 shares
    Change vs previous 13F +2,640 shares

    0.47% of the 13F portfolio, value $6,822,213.

    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 80,033 shares
    Change vs previous 13F -2,209 shares

    0.46% of the 13F portfolio, value $6,926,093.

    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 82,242 shares
    Change vs previous 13F +71,965 shares

    0.48% of the 13F portfolio, value $7,095,873.

    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 10,277 shares
    Change vs previous 13F -6,157 shares

    0.06% of the 13F portfolio, value $869,331.

    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 16,434 shares
    Change vs previous 13F -298 shares

    0.1% of the 13F portfolio, value $1,305,000.

    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 16,732 shares
    Change vs previous 13F +2,001 shares

    0.1% of the 13F portfolio, value $1,428,000.

    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 14,731 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,440,000.

    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).