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WEALTHSOURCE PARTNERS, LLC: SPTL position timeline

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

WEALTHSOURCE PARTNERS, LLC held 784,456 SPTL 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 784,456 shares
    Change vs previous 13F -58,385 shares

    1.48% of the 13F portfolio, value $22,764,916.

    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 842,841 shares
    Change vs previous 13F +726,054 shares

    1.51% of the 13F portfolio, value $22,040,280.

    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 116,787 shares
    Change vs previous 13F -4,931 shares

    0.23% of the 13F portfolio, value $3,491,931.

    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 121,718 shares
    Change vs previous 13F +4,156 shares

    0.25% of the 13F portfolio, value $3,758,652.

    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 117,562 shares
    Change vs previous 13F -5,532 shares

    0.24% of the 13F portfolio, value $3,412,825.

    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 123,094 shares
    Change vs previous 13F +39,251 shares

    0.27% of the 13F portfolio, value $3,649,000.

    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 83,843 shares
    Change vs previous 13F -7,167 shares

    0.2% of the 13F portfolio, value $2,773,000.

    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 91,010 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,442,000.

    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).