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WEALTHSOURCE PARTNERS, LLC: RBA position timeline

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

WEALTHSOURCE PARTNERS, LLC held 12,827 RBA 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 12,827 shares
    Change vs previous 13F -2,581 shares

    0.06% of the 13F portfolio, value $857,998.

    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 15,408 shares
    Change vs previous 13F -188 shares

    0.07% of the 13F portfolio, value $963,000.

    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 15,596 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $935,760.

    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).