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WEALTHSOURCE PARTNERS, LLC: SPTM position timeline

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

WEALTHSOURCE PARTNERS, LLC held 18,017 SPTM 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 18,017 shares
    Change vs previous 13F +3,741 shares

    0.07% of the 13F portfolio, value $1,053,094.

    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 14,276 shares
    Change vs previous 13F +211 shares

    0.05% of the 13F portfolio, value $749,347.

    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 14,065 shares
    Change vs previous 13F -1,642 shares

    0.05% of the 13F portfolio, value $765,699.

    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 15,707 shares
    Change vs previous 13F +2,354 shares

    0.05% of the 13F portfolio, value $792,104.

    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 13,353 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $631,463.

    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).