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WEALTHSOURCE PARTNERS, LLC: FEX position timeline

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

WEALTHSOURCE PARTNERS, LLC held 147,935 FEX 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 147,935 shares
    Change vs previous 13F -1,123 shares

    0.87% of the 13F portfolio, value $13,338,464.

    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 149,058 shares
    Change vs previous 13F -88 shares

    0.83% of the 13F portfolio, value $12,088,597.

    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 149,146 shares
    Change vs previous 13F -11,400 shares

    0.83% of the 13F portfolio, value $12,529,782.

    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 160,546 shares
    Change vs previous 13F +18,054 shares

    0.87% of the 13F portfolio, value $12,923,922.

    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 142,492 shares
    Change vs previous 13F +3,490 shares

    0.81% of the 13F portfolio, value $11,409,327.

    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 139,002 shares
    Change vs previous 13F +5,068 shares

    0.74% of the 13F portfolio, value $10,039,000.

    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 133,934 shares
    Change vs previous 13F +20,507 shares

    0.75% of the 13F portfolio, value $10,188,000.

    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 113,427 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $10,012,000.

    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).