WEALTHSOURCE PARTNERS, LLC: KBWY position timeline

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

WEALTHSOURCE PARTNERS, LLC held 0 KBWY shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

period ended2023-03-31
13F 0 shares
Change vs previous 13F -11,575 shares
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-12-31
13F 11,575 shares
Change vs previous 13F -82,720 shares
0.02% of the 13F portfolio, value $225,597.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 94,295 shares
Change vs previous 13F +39,635 shares
0.13% of the 13F portfolio, value $1,789,000.
13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 54,660 shares
Change vs previous 13F +4,100 shares
0.09% of the 13F portfolio, value $1,207,000.
13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 50,560 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $1,288,000.
13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).