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WEALTHSOURCE PARTNERS, LLC: IEFA position timeline

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

WEALTHSOURCE PARTNERS, LLC held 47,491 IEFA 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 47,491 shares
    Change vs previous 13F -3,615 shares

    0.22% of the 13F portfolio, value $3,340,996.

    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 51,106 shares
    Change vs previous 13F -5,555 shares

    0.22% of the 13F portfolio, value $3,288,675.

    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 56,661 shares
    Change vs previous 13F -201 shares

    0.25% of the 13F portfolio, value $3,824,622.

    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 56,862 shares
    Change vs previous 13F +87 shares

    0.26% of the 13F portfolio, value $3,801,224.

    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 56,775 shares
    Change vs previous 13F -7,794 shares

    0.25% of the 13F portfolio, value $3,499,610.

    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 64,569 shares
    Change vs previous 13F -21,922 shares

    0.25% of the 13F portfolio, value $3,401,000.

    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 86,491 shares
    Change vs previous 13F -28,712 shares

    0.37% of the 13F portfolio, value $5,090,000.

    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 115,203 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,008,000.

    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).