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WEALTHSOURCE PARTNERS, LLC: IVLU position timeline

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

WEALTHSOURCE PARTNERS, LLC held 882,009 IVLU 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 882,009 shares
    Change vs previous 13F -33,690 shares

    1.52% of the 13F portfolio, value $23,382,059.

    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 915,699 shares
    Change vs previous 13F -5,796 shares

    1.59% of the 13F portfolio, value $23,222,127.

    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 921,495 shares
    Change vs previous 13F +25,938 shares

    1.55% of the 13F portfolio, value $23,452,048.

    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 895,557 shares
    Change vs previous 13F -7,417 shares

    1.5% of the 13F portfolio, value $22,200,858.

    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 902,974 shares
    Change vs previous 13F -52,574 shares

    1.48% of the 13F portfolio, value $20,921,908.

    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 955,548 shares
    Change vs previous 13F +512,333 shares

    1.4% of the 13F portfolio, value $18,872,000.

    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 443,215 shares
    Change vs previous 13F +43,256 shares

    0.72% of the 13F portfolio, value $9,831,000.

    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 399,959 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,179,000.

    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).