Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: SPY position timeline

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

WEALTHSOURCE PARTNERS, LLC held 9,189 SPY 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 9,189 shares
    Change vs previous 13F -753 shares

    0.28% of the 13F portfolio, value $4,367,700.

    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 9,942 shares
    Change vs previous 13F +369 shares

    0.29% of the 13F portfolio, value $4,250,085.

    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 9,573 shares
    Change vs previous 13F +137 shares

    0.28% of the 13F portfolio, value $4,243,521.

    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 9,436 shares
    Change vs previous 13F -647 shares

    0.26% of the 13F portfolio, value $3,863,103.

    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 10,083 shares
    Change vs previous 13F -4,617 shares

    0.27% of the 13F portfolio, value $3,855,871.

    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 14,700 shares
    Change vs previous 13F -1,340 shares

    0.39% of the 13F portfolio, value $5,251,000.

    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 16,040 shares
    Change vs previous 13F +1,043 shares

    0.44% of the 13F portfolio, value $6,051,000.

    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 14,997 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,773,000.

    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).