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WEALTHSOURCE PARTNERS, LLC: FYX position timeline

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

WEALTHSOURCE PARTNERS, LLC held 85,228 FYX 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 85,228 shares
    Change vs previous 13F -786 shares

    0.51% of the 13F portfolio, value $7,803,443.

    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 86,014 shares
    Change vs previous 13F +239 shares

    0.47% of the 13F portfolio, value $6,937,799.

    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 85,775 shares
    Change vs previous 13F -276 shares

    0.46% of the 13F portfolio, value $7,055,741.

    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 86,051 shares
    Change vs previous 13F +4,747 shares

    0.47% of the 13F portfolio, value $6,935,675.

    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 81,304 shares
    Change vs previous 13F +1,071 shares

    0.45% of the 13F portfolio, value $6,378,324.

    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 80,233 shares
    Change vs previous 13F +5,342 shares

    0.43% of the 13F portfolio, value $5,834,000.

    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 74,891 shares
    Change vs previous 13F +9,469 shares

    0.42% of the 13F portfolio, value $5,740,000.

    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 65,422 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,991,000.

    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).