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WEALTHSOURCE PARTNERS, LLC: SPAB position timeline

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

WEALTHSOURCE PARTNERS, LLC held 4,068,854 SPAB 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 4,068,854 shares
    Change vs previous 13F +16,624 shares

    6.79% of the 13F portfolio, value $104,325,420.

    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 4,052,230 shares
    Change vs previous 13F -457,077 shares

    6.74% of the 13F portfolio, value $98,631,273.

    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 4,509,307 shares
    Change vs previous 13F -126,018 shares

    7.54% of the 13F portfolio, value $114,401,117.

    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 4,635,325 shares
    Change vs previous 13F +883,312 shares

    8.09% of the 13F portfolio, value $119,545,042.

    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 3,752,013 shares
    Change vs previous 13F -125,739 shares

    6.68% of the 13F portfolio, value $94,288,098.

    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 3,877,752 shares
    Change vs previous 13F +615,658 shares

    7.16% of the 13F portfolio, value $96,750,000.

    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 3,262,094 shares
    Change vs previous 13F +389,841 shares

    6.29% of the 13F portfolio, value $85,956,000.

    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 2,872,253 shares
    Change vs previous 13F not available

    5.38% of the 13F portfolio, value $79,820,000.

    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).