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WEALTHSOURCE PARTNERS, LLC: STIP position timeline

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

WEALTHSOURCE PARTNERS, LLC held 58,099 STIP 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 58,099 shares
    Change vs previous 13F +5,759 shares

    0.37% of the 13F portfolio, value $5,728,016.

    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 52,340 shares
    Change vs previous 13F +10,141 shares

    0.35% of the 13F portfolio, value $5,072,819.

    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 42,199 shares
    Change vs previous 13F +252 shares

    0.27% of the 13F portfolio, value $4,118,637.

    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 41,947 shares
    Change vs previous 13F -5,263 shares

    0.28% of the 13F portfolio, value $4,162,405.

    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 47,210 shares
    Change vs previous 13F -44,689 shares

    0.32% of the 13F portfolio, value $4,577,486.

    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 91,899 shares
    Change vs previous 13F +45,127 shares

    0.65% of the 13F portfolio, value $8,832,000.

    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 46,772 shares
    Change vs previous 13F +20,152 shares

    0.35% of the 13F portfolio, value $4,744,000.

    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 26,620 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,793,000.

    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).