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WEALTHSOURCE PARTNERS, LLC: FTSM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 343,635 FTSM 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 343,635 shares
    Change vs previous 13F +97,242 shares

    1.33% of the 13F portfolio, value $20,501,263.

    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 246,393 shares
    Change vs previous 13F +74,732 shares

    1% of the 13F portfolio, value $14,640,653.

    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 171,661 shares
    Change vs previous 13F -3,548 shares

    0.67% of the 13F portfolio, value $10,198,366.

    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 175,209 shares
    Change vs previous 13F -5,847 shares

    0.71% of the 13F portfolio, value $10,426,695.

    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 181,056 shares
    Change vs previous 13F +105,714 shares

    0.76% of the 13F portfolio, value $10,761,971.

    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 75,342 shares
    Change vs previous 13F +8,305 shares

    0.33% of the 13F portfolio, value $4,469,000.

    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 67,037 shares
    Change vs previous 13F -87,296 shares

    0.29% of the 13F portfolio, value $3,981,000.

    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 154,333 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $9,187,000.

    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).