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Disclosery

WEALTHSOURCE PARTNERS, LLC: FLOT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 13,100 FLOT 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 13,100 shares
    Change vs previous 13F +128 shares

    0.04% of the 13F portfolio, value $663,124.

    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 12,972 shares
    Change vs previous 13F -345 shares

    0.05% of the 13F portfolio, value $660,158.

    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 13,317 shares
    Change vs previous 13F -405 shares

    0.04% of the 13F portfolio, value $676,768.

    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 13,722 shares
    Change vs previous 13F -16,405 shares

    0.05% of the 13F portfolio, value $691,429.

    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 30,127 shares
    Change vs previous 13F -16,430 shares

    0.11% of the 13F portfolio, value $1,516,311.

    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 46,557 shares
    Change vs previous 13F +13,140 shares

    0.17% of the 13F portfolio, value $2,340,000.

    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 33,417 shares
    Change vs previous 13F -225 shares

    0.12% of the 13F portfolio, value $1,668,000.

    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 33,642 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,700,000.

    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).