WEALTHSOURCE PARTNERS, LLC: FNK position timeline

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

WEALTHSOURCE PARTNERS, LLC held 19,525 FNK shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

period ended2023-12-31
13F 19,525 shares
Change vs previous 13F -1,200 shares
0.06% of the 13F portfolio, value $995,775.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2024-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 20,725 shares
Change vs previous 13F +20,725 shares
0.06% of the 13F portfolio, value $924,750.
13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 0 shares
Change vs previous 13F -8,910 shares
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-12-31
13F 8,910 shares
Change vs previous 13F +860 shares
0.03% of the 13F portfolio, value $382,863.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 8,050 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $307,000.
13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).