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WEALTHSOURCE PARTNERS, LLC: FDT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 51,013 FDT 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 51,013 shares
    Change vs previous 13F -529 shares

    0.17% of the 13F portfolio, value $2,678,699.

    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 51,542 shares
    Change vs previous 13F +634 shares

    0.18% of the 13F portfolio, value $2,589,475.

    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 50,908 shares
    Change vs previous 13F -197 shares

    0.17% of the 13F portfolio, value $2,614,137.

    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 51,105 shares
    Change vs previous 13F +3,839 shares

    0.18% of the 13F portfolio, value $2,590,527.

    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 47,266 shares
    Change vs previous 13F +2,315 shares

    0.16% of the 13F portfolio, value $2,255,985.

    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 44,951 shares
    Change vs previous 13F +3,335 shares

    0.14% of the 13F portfolio, value $1,882,000.

    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 41,616 shares
    Change vs previous 13F +2,199 shares

    0.15% of the 13F portfolio, value $1,993,000.

    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 39,417 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,280,000.

    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).