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WEALTHSOURCE PARTNERS, LLC: QUAL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 625,172 QUAL 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 625,172 shares
    Change vs previous 13F +34,121 shares

    5.99% of the 13F portfolio, value $91,987,802.

    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 591,051 shares
    Change vs previous 13F +51,632 shares

    5.32% of the 13F portfolio, value $77,894,555.

    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 539,419 shares
    Change vs previous 13F -2,620 shares

    4.79% of the 13F portfolio, value $72,751,455.

    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 542,039 shares
    Change vs previous 13F +417,959 shares

    4.55% of the 13F portfolio, value $67,248,132.

    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 124,080 shares
    Change vs previous 13F +8,133 shares

    1% of the 13F portfolio, value $14,140,121.

    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 115,947 shares
    Change vs previous 13F +39,445 shares

    0.89% of the 13F portfolio, value $12,052,000.

    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 76,502 shares
    Change vs previous 13F +12,327 shares

    0.63% of the 13F portfolio, value $8,548,000.

    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 64,175 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $8,640,000.

    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).