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WEALTHSOURCE PARTNERS, LLC: LDEM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 9,503 LDEM 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 9,503 shares
    Change vs previous 13F -23,802 shares

    0.03% of the 13F portfolio, value $417,847.

    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 33,305 shares
    Change vs previous 13F +5,876 shares

    0.1% of the 13F portfolio, value $1,424,731.

    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 27,429 shares
    Change vs previous 13F -670 shares

    0.08% of the 13F portfolio, value $1,227,722.

    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 28,099 shares
    Change vs previous 13F +2,109 shares

    0.09% of the 13F portfolio, value $1,279,347.

    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 25,990 shares
    Change vs previous 13F -10,958 shares

    0.08% of the 13F portfolio, value $1,107,954.

    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 36,948 shares
    Change vs previous 13F -5,394 shares

    0.11% of the 13F portfolio, value $1,506,000.

    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 42,342 shares
    Change vs previous 13F -15,342 shares

    0.15% of the 13F portfolio, value $2,009,000.

    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 57,684 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,108,000.

    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).