Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: MA position timeline

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

WEALTHSOURCE PARTNERS, LLC held 4,914 MA 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 4,914 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $2,095,879.

    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 4,911 shares
    Change vs previous 13F -67 shares

    0.13% of the 13F portfolio, value $1,944,252.

    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 4,978 shares
    Change vs previous 13F +1,537 shares

    0.13% of the 13F portfolio, value $1,957,936.

    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 3,441 shares
    Change vs previous 13F -67 shares

    0.08% of the 13F portfolio, value $1,250,345.

    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 3,508 shares
    Change vs previous 13F -788 shares

    0.09% of the 13F portfolio, value $1,219,775.

    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 4,296 shares
    Change vs previous 13F +643 shares

    0.09% of the 13F portfolio, value $1,222,000.

    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 3,653 shares
    Change vs previous 13F -153 shares

    0.08% of the 13F portfolio, value $1,152,000.

    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 3,806 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,360,000.

    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).