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WEALTHSOURCE PARTNERS, LLC: PRFZ position timeline

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

WEALTHSOURCE PARTNERS, LLC held 80,843 PRFZ 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 80,843 shares
    Change vs previous 13F -2,237 shares

    0.2% of the 13F portfolio, value $3,030,821.

    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 83,080 shares
    Change vs previous 13F +66,473 shares

    0.19% of the 13F portfolio, value $2,740,794.

    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 16,607 shares
    Change vs previous 13F +9 shares

    0.19% of the 13F portfolio, value $2,853,650.

    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 16,598 shares
    Change vs previous 13F -44 shares

    0.18% of the 13F portfolio, value $2,730,688.

    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 16,642 shares
    Change vs previous 13F +89 shares

    0.19% of the 13F portfolio, value $2,636,255.

    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 16,553 shares
    Change vs previous 13F -59 shares

    0.18% of the 13F portfolio, value $2,412,000.

    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 16,612 shares
    Change vs previous 13F +624 shares

    0.19% of the 13F portfolio, value $2,547,000.

    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 15,988 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,921,000.

    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).