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Disclosery

WEALTHSOURCE PARTNERS, LLC: IYE position timeline

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

WEALTHSOURCE PARTNERS, LLC held 44,303 IYE 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 44,303 shares
    Change vs previous 13F +29,012 shares

    0.13% of the 13F portfolio, value $1,954,648.

    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 15,291 shares
    Change vs previous 13F -2,183 shares

    0.05% of the 13F portfolio, value $725,252.

    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 17,474 shares
    Change vs previous 13F -1,638 shares

    0.05% of the 13F portfolio, value $748,595.

    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 19,112 shares
    Change vs previous 13F -68,621 shares

    0.06% of the 13F portfolio, value $836,150.

    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 87,733 shares
    Change vs previous 13F -14,658 shares

    0.29% of the 13F portfolio, value $4,078,724.

    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 102,391 shares
    Change vs previous 13F -128,484 shares

    0.3% of the 13F portfolio, value $4,025,000.

    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 230,875 shares
    Change vs previous 13F -107,630 shares

    0.64% of the 13F portfolio, value $8,801,000.

    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 338,505 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $13,852,000.

    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).