Skip to content

WEALTHSOURCE PARTNERS, LLC: NWSA position timeline

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

WEALTHSOURCE PARTNERS, LLC held 15,542 NWSA 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 15,542 shares
    Change vs previous 13F -2,797 shares

    0.02% of the 13F portfolio, value $381,556.

    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 18,339 shares
    Change vs previous 13F +98 shares

    0.03% of the 13F portfolio, value $367,880.

    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 18,241 shares
    Change vs previous 13F -464 shares

    0.02% of the 13F portfolio, value $355,700.

    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 18,705 shares
    Change vs previous 13F -21 shares

    0.02% of the 13F portfolio, value $323,035.

    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 18,726 shares
    Change vs previous 13F -6,136 shares

    0.02% of the 13F portfolio, value $340,813.

    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 24,862 shares
    Change vs previous 13F +186 shares

    0.03% of the 13F portfolio, value $376,000.

    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 24,676 shares
    Change vs previous 13F -4,849 shares

    0.03% of the 13F portfolio, value $384,000.

    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 29,525 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $654,000.

    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).