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WEALTHSOURCE PARTNERS, LLC: IVW position timeline

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

WEALTHSOURCE PARTNERS, LLC held 247,977 IVW 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 247,977 shares
    Change vs previous 13F +28,264 shares

    1.21% of the 13F portfolio, value $18,623,046.

    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 219,713 shares
    Change vs previous 13F +178,489 shares

    1.03% of the 13F portfolio, value $15,032,742.

    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 41,224 shares
    Change vs previous 13F +4,161 shares

    0.19% of the 13F portfolio, value $2,905,488.

    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 37,063 shares
    Change vs previous 13F +4,888 shares

    0.16% of the 13F portfolio, value $2,367,973.

    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 32,175 shares
    Change vs previous 13F -23,031 shares

    0.13% of the 13F portfolio, value $1,882,251.

    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 55,206 shares
    Change vs previous 13F +154 shares

    0.24% of the 13F portfolio, value $3,194,000.

    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 55,052 shares
    Change vs previous 13F +523 shares

    0.24% of the 13F portfolio, value $3,322,000.

    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 54,529 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,165,000.

    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).