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WEALTHSOURCE PARTNERS, LLC: FDTS position timeline

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

WEALTHSOURCE PARTNERS, LLC held 44,793 FDTS 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 44,793 shares
    Change vs previous 13F -271 shares

    0.12% of the 13F portfolio, value $1,811,011.

    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 45,064 shares
    Change vs previous 13F -59 shares

    0.12% of the 13F portfolio, value $1,730,690.

    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 45,123 shares
    Change vs previous 13F +6 shares

    0.11% of the 13F portfolio, value $1,731,476.

    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 45,117 shares
    Change vs previous 13F +2,027 shares

    0.12% of the 13F portfolio, value $1,805,408.

    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 43,090 shares
    Change vs previous 13F +2,766 shares

    0.11% of the 13F portfolio, value $1,618,389.

    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 40,324 shares
    Change vs previous 13F -186 shares

    0.1% of the 13F portfolio, value $1,317,000.

    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 40,510 shares
    Change vs previous 13F +579 shares

    0.11% of the 13F portfolio, value $1,471,000.

    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 39,931 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,755,000.

    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).