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WEALTHSOURCE PARTNERS, LLC: IYW position timeline

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

WEALTHSOURCE PARTNERS, LLC held 238,192 IYW 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 238,192 shares
    Change vs previous 13F +62,431 shares

    1.9% of the 13F portfolio, value $29,238,106.

    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 175,761 shares
    Change vs previous 13F -134,219 shares

    1.26% of the 13F portfolio, value $18,440,896.

    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 309,980 shares
    Change vs previous 13F -9,648 shares

    2.22% of the 13F portfolio, value $33,747,557.

    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 319,628 shares
    Change vs previous 13F +65,374 shares

    2.01% of the 13F portfolio, value $29,664,646.

    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 254,254 shares
    Change vs previous 13F +243,277 shares

    1.34% of the 13F portfolio, value $18,939,369.

    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 10,977 shares
    Change vs previous 13F -9,595 shares

    0.06% of the 13F portfolio, value $805,000.

    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 20,572 shares
    Change vs previous 13F +7,065 shares

    0.12% of the 13F portfolio, value $1,645,000.

    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 13,507 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,392,000.

    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).