WEALTHSOURCE PARTNERS, LLC: SCHR position timeline

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

WEALTHSOURCE PARTNERS, LLC held 8,821 SCHR shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

period ended2023-12-31
13F 8,821 shares
Change vs previous 13F +8,821 shares
0.03% of the 13F portfolio, value $438,580.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2024-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 0 shares
Change vs previous 13F -5,347 shares
13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 5,347 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $285,000.
13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).