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Disclosery

WEALTHSOURCE PARTNERS, LLC: ICVT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 0 ICVT shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -6,368 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 6,368 shares
    Change vs previous 13F -2,072 shares

    0.03% of the 13F portfolio, value $486,255.

    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).

  3. period ended2023-03-31
    13F 8,440 shares
    Change vs previous 13F -88,180 shares

    0.04% of the 13F portfolio, value $612,895.

    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).

  4. period ended2022-12-31
    13F 96,620 shares
    Change vs previous 13F +6,426 shares

    0.48% of the 13F portfolio, value $6,712,192.

    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).

  5. period ended2022-09-30
    13F 90,194 shares
    Change vs previous 13F -3,325 shares

    0.46% of the 13F portfolio, value $6,214,000.

    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).

  6. period ended2022-06-30
    13F 93,519 shares
    Change vs previous 13F +65,239 shares

    0.47% of the 13F portfolio, value $6,486,000.

    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).

  7. period ended2022-03-31
    13F 28,280 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,356,000.

    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).