WEALTHSOURCE PARTNERS, LLC: IDV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 8,750 IDV 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 8,750 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $244,913.
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 8,750 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $222,250.
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 ended2023-06-30
13F 8,750 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $230,388.
13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 8,750 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $240,538.
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).
period ended2022-12-31
13F 8,750 shares
Change vs previous 13F +8,750 shares
0.02% of the 13F portfolio, value $237,650.
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 0 shares
Change vs previous 13F -9,750 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2022-06-30
13F 9,750 shares
Change vs previous 13F -40,237 shares
0.02% of the 13F portfolio, value $265,000.
13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 49,987 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $1,588,000.
13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).