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WEALTHSOURCE PARTNERS, LLC: PSLV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 214,176 PSLV 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 214,176 shares
    Change vs previous 13F +2,549 shares

    0.11% of the 13F portfolio, value $1,730,542.

    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 211,627 shares
    Change vs previous 13F -533 shares

    0.11% of the 13F portfolio, value $1,604,133.

    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 212,160 shares
    Change vs previous 13F +1,351 shares

    0.11% of the 13F portfolio, value $1,652,726.

    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 210,809 shares
    Change vs previous 13F +4,620 shares

    0.12% of the 13F portfolio, value $1,758,147.

    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 206,189 shares
    Change vs previous 13F +3,239 shares

    0.12% of the 13F portfolio, value $1,698,997.

    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 202,950 shares
    Change vs previous 13F +8,692 shares

    0.1% of the 13F portfolio, value $1,344,000.

    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 194,258 shares
    Change vs previous 13F -6,074 shares

    0.1% of the 13F portfolio, value $1,340,000.

    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 200,332 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,757,000.

    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).