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WEALTHSOURCE PARTNERS, LLC: MSFT position timeline

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

WEALTHSOURCE PARTNERS, LLC held 47,813 MSFT 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 47,813 shares
    Change vs previous 13F -2,312 shares

    1.17% of the 13F portfolio, value $17,979,635.

    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 50,125 shares
    Change vs previous 13F -2,195 shares

    1.08% of the 13F portfolio, value $15,826,931.

    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 52,320 shares
    Change vs previous 13F -2,759 shares

    1.17% of the 13F portfolio, value $17,816,981.

    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 55,079 shares
    Change vs previous 13F -2,652 shares

    1.07% of the 13F portfolio, value $15,879,230.

    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 57,731 shares
    Change vs previous 13F -7,812 shares

    0.98% of the 13F portfolio, value $13,844,967.

    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 65,543 shares
    Change vs previous 13F -5,122 shares

    1.13% of the 13F portfolio, value $15,265,000.

    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 70,665 shares
    Change vs previous 13F -50,766 shares

    1.33% of the 13F portfolio, value $18,149,000.

    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 121,431 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $37,438,000.

    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).