WEALTHSOURCE PARTNERS, LLC: IDEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on IDEV, newest first. How the timeline and the estimate are built.
WEALTHSOURCE PARTNERS, LLC held 4,105 IDEV shares at 2023-12-31 per its 13F-HR filed 2024-01-16.
the latest 13F is the newest step
- period ended2023-12-3113F 4,105 sharesChange vs previous 13F +38 shares
0.02% of the 13F portfolio, value $261,324.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 4,067 sharesChange vs previous 13F -874 shares
0.02% of the 13F portfolio, value $237,025.
13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 4,941 sharesChange vs previous 13F -381 shares
0.02% of the 13F portfolio, value $301,994.
13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 5,322 sharesChange vs previous 13F +357 shares
0.02% of the 13F portfolio, value $321,821.
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 4,965 sharesChange vs previous 13F -1,371 shares
0.02% of the 13F portfolio, value $277,941.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 6,336 sharesChange vs previous 13F +220 shares
0.02% of the 13F portfolio, value $306,000.
13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 6,116 sharesChange vs previous 13F +101 shares
0.02% of the 13F portfolio, value $329,000.
13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 6,015 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $383,000.
13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).