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WEALTHSOURCE PARTNERS, LLC: PFE position timeline

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

WEALTHSOURCE PARTNERS, LLC held 22,386 PFE 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 22,386 shares
    Change vs previous 13F -8,741 shares

    0.04% of the 13F portfolio, value $644,491.

    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 31,127 shares
    Change vs previous 13F -4,184 shares

    0.07% of the 13F portfolio, value $1,032,467.

    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 35,311 shares
    Change vs previous 13F +5,224 shares

    0.09% of the 13F portfolio, value $1,295,220.

    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 30,087 shares
    Change vs previous 13F -4,141 shares

    0.08% of the 13F portfolio, value $1,227,540.

    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 34,228 shares
    Change vs previous 13F -6,893 shares

    0.12% of the 13F portfolio, value $1,753,855.

    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 41,121 shares
    Change vs previous 13F +4,716 shares

    0.13% of the 13F portfolio, value $1,799,000.

    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 36,405 shares
    Change vs previous 13F -4,694 shares

    0.14% of the 13F portfolio, value $1,909,000.

    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 41,099 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,128,000.

    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).