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WEALTHSOURCE PARTNERS, LLC: SCHX position timeline

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

WEALTHSOURCE PARTNERS, LLC held 3,172,750 SCHX 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 3,172,750 shares
    Change vs previous 13F -172,328 shares

    11.65% of the 13F portfolio, value $178,943,084.

    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 3,345,078 shares
    Change vs previous 13F -64,623 shares

    11.57% of the 13F portfolio, value $169,260,940.

    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 3,409,701 shares
    Change vs previous 13F -63,204 shares

    11.77% of the 13F portfolio, value $178,566,058.

    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 3,472,905 shares
    Change vs previous 13F -63,948 shares

    11.36% of the 13F portfolio, value $167,984,427.

    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 3,536,853 shares
    Change vs previous 13F +47,180 shares

    11.31% of the 13F portfolio, value $159,688,910.

    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 3,489,673 shares
    Change vs previous 13F +331,447 shares

    10.94% of the 13F portfolio, value $147,788,000.

    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 3,158,226 shares
    Change vs previous 13F +711,404 shares

    10.31% of the 13F portfolio, value $141,046,000.

    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 2,446,822 shares
    Change vs previous 13F not available

    8.88% of the 13F portfolio, value $131,761,000.

    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).