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Disclosery

WEALTHSOURCE PARTNERS, LLC: IEV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 163,697 IEV 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 163,697 shares
    Change vs previous 13F -18,752 shares

    0.56% of the 13F portfolio, value $8,653,023.

    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 182,449 shares
    Change vs previous 13F +12,719 shares

    0.6% of the 13F portfolio, value $8,708,291.

    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 169,730 shares
    Change vs previous 13F -215 shares

    0.57% of the 13F portfolio, value $8,578,154.

    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 169,945 shares
    Change vs previous 13F +2,943 shares

    0.58% of the 13F portfolio, value $8,500,649.

    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 167,002 shares
    Change vs previous 13F -20,101 shares

    0.54% of the 13F portfolio, value $7,563,521.

    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 187,103 shares
    Change vs previous 13F +99,022 shares

    0.52% of the 13F portfolio, value $7,065,000.

    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 88,081 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,762,000.

    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).