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WEALTHSOURCE PARTNERS, LLC: MBB position timeline

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

WEALTHSOURCE PARTNERS, LLC held 309,641 MBB 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 309,641 shares
    Change vs previous 13F -15,594 shares

    1.9% of the 13F portfolio, value $29,131,045.

    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 325,235 shares
    Change vs previous 13F -149,273 shares

    1.97% of the 13F portfolio, value $28,880,872.

    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 474,508 shares
    Change vs previous 13F -9,477 shares

    2.92% of the 13F portfolio, value $44,254,974.

    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 483,985 shares
    Change vs previous 13F +89,507 shares

    3.1% of the 13F portfolio, value $45,847,888.

    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 394,478 shares
    Change vs previous 13F +316,969 shares

    2.59% of the 13F portfolio, value $36,587,858.

    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 77,509 shares
    Change vs previous 13F -3,643 shares

    0.53% of the 13F portfolio, value $7,098,000.

    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 81,152 shares
    Change vs previous 13F -10,591 shares

    0.58% of the 13F portfolio, value $7,912,000.

    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 91,743 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,346,000.

    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).