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WEALTHSOURCE PARTNERS, LLC: IFRA position timeline

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

WEALTHSOURCE PARTNERS, LLC held 149,697 IFRA 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 149,697 shares
    Change vs previous 13F -11,748 shares

    0.39% of the 13F portfolio, value $6,028,289.

    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 161,445 shares
    Change vs previous 13F +3,840 shares

    0.4% of the 13F portfolio, value $5,907,257.

    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 157,605 shares
    Change vs previous 13F -1,943 shares

    0.41% of the 13F portfolio, value $6,159,201.

    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 159,548 shares
    Change vs previous 13F -1,204 shares

    0.4% of the 13F portfolio, value $5,954,347.

    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 160,752 shares
    Change vs previous 13F -6,846 shares

    0.41% of the 13F portfolio, value $5,828,854.

    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 167,598 shares
    Change vs previous 13F +8,930 shares

    0.4% of the 13F portfolio, value $5,403,000.

    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 158,668 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,401,000.

    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).