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Disclosery

WEALTHSOURCE PARTNERS, LLC: SPEM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 21,660 SPEM 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 21,660 shares
    Change vs previous 13F -499,615 shares

    0.05% of the 13F portfolio, value $766,985.

    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 521,275 shares
    Change vs previous 13F -273,121 shares

    1.2% of the 13F portfolio, value $17,499,198.

    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 794,396 shares
    Change vs previous 13F -1,414 shares

    1.8% of the 13F portfolio, value $27,311,324.

    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 795,810 shares
    Change vs previous 13F +781,010 shares

    1.84% of the 13F portfolio, value $27,160,986.

    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 14,800 shares
    Change vs previous 13F -3,993 shares

    0.03% of the 13F portfolio, value $487,808.

    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 18,793 shares
    Change vs previous 13F -3,708 shares

    0.04% of the 13F portfolio, value $583,000.

    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 22,501 shares
    Change vs previous 13F -30,438 shares

    0.06% of the 13F portfolio, value $782,000.

    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 52,939 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,046,000.

    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).