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WEALTHSOURCE PARTNERS, LLC: PRF position timeline

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

WEALTHSOURCE PARTNERS, LLC held 107,027 PRF 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 107,027 shares
    Change vs previous 13F -2,799 shares

    0.25% of the 13F portfolio, value $3,767,356.

    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 109,826 shares
    Change vs previous 13F +87,879 shares

    0.24% of the 13F portfolio, value $3,494,667.

    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 21,947 shares
    Change vs previous 13F +16 shares

    0.24% of the 13F portfolio, value $3,591,691.

    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 21,931 shares
    Change vs previous 13F -64 shares

    0.23% of the 13F portfolio, value $3,438,358.

    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 21,995 shares
    Change vs previous 13F +75 shares

    0.24% of the 13F portfolio, value $3,412,530.

    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 21,920 shares
    Change vs previous 13F -40 shares

    0.23% of the 13F portfolio, value $3,042,000.

    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 21,960 shares
    Change vs previous 13F +1,252 shares

    0.24% of the 13F portfolio, value $3,254,000.

    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 20,708 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,538,000.

    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).