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WEALTHSOURCE PARTNERS, LLC: IEF position timeline

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

WEALTHSOURCE PARTNERS, LLC held 5,890 IEF 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 5,890 shares
    Change vs previous 13F +3,205 shares

    0.04% of the 13F portfolio, value $567,737.

    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 2,685 shares
    Change vs previous 13F -69,567 shares

    0.02% of the 13F portfolio, value $245,919.

    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 72,252 shares
    Change vs previous 13F +35,542 shares

    0.46% of the 13F portfolio, value $6,979,543.

    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 36,710 shares
    Change vs previous 13F -8,382 shares

    0.25% of the 13F portfolio, value $3,638,695.

    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 45,092 shares
    Change vs previous 13F -57,891 shares

    0.31% of the 13F portfolio, value $4,318,912.

    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 102,983 shares
    Change vs previous 13F +18,703 shares

    0.73% of the 13F portfolio, value $9,885,000.

    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 84,280 shares
    Change vs previous 13F +8,299 shares

    0.63% of the 13F portfolio, value $8,622,000.

    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 75,981 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,166,000.

    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).