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WEALTHSOURCE PARTNERS, LLC: SPYD position timeline

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

WEALTHSOURCE PARTNERS, LLC held 83,085 SPYD 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 83,085 shares
    Change vs previous 13F -311 shares

    0.21% of the 13F portfolio, value $3,256,101.

    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 83,396 shares
    Change vs previous 13F -21 shares

    0.2% of the 13F portfolio, value $2,924,698.

    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 83,417 shares
    Change vs previous 13F -2,662 shares

    0.2% of the 13F portfolio, value $3,093,102.

    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 86,079 shares
    Change vs previous 13F +2,287 shares

    0.22% of the 13F portfolio, value $3,271,002.

    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 83,792 shares
    Change vs previous 13F -6,706 shares

    0.23% of the 13F portfolio, value $3,316,487.

    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 90,498 shares
    Change vs previous 13F +2,586 shares

    0.24% of the 13F portfolio, value $3,210,000.

    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 87,912 shares
    Change vs previous 13F +8,492 shares

    0.26% of the 13F portfolio, value $3,509,000.

    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 79,420 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,491,000.

    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).