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Disclosery

WEALTHSOURCE PARTNERS, LLC: PWZ position timeline

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

WEALTHSOURCE PARTNERS, LLC held 117,259 PWZ 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 117,259 shares
    Change vs previous 13F -46,908 shares

    0.19% of the 13F portfolio, value $2,929,130.

    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 164,167 shares
    Change vs previous 13F +74,874 shares

    0.26% of the 13F portfolio, value $3,852,999.

    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 89,293 shares
    Change vs previous 13F +1,343 shares

    0.14% of the 13F portfolio, value $2,200,180.

    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 87,950 shares
    Change vs previous 13F +6,354 shares

    0.15% of the 13F portfolio, value $2,178,522.

    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 81,596 shares
    Change vs previous 13F +62,603 shares

    0.14% of the 13F portfolio, value $1,969,727.

    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 18,993 shares
    Change vs previous 13F -41,228 shares

    0.03% of the 13F portfolio, value $440,000.

    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 60,221 shares
    Change vs previous 13F +32,561 shares

    0.11% of the 13F portfolio, value $1,465,000.

    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 27,660 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $714,000.

    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).