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Disclosery

WEALTHSOURCE PARTNERS, LLC: SUB position timeline

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

WEALTHSOURCE PARTNERS, LLC held 43,886 SUB 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 43,886 shares
    Change vs previous 13F +8,346 shares

    0.3% of the 13F portfolio, value $4,626,901.

    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 35,540 shares
    Change vs previous 13F -1,183 shares

    0.25% of the 13F portfolio, value $3,655,644.

    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 36,723 shares
    Change vs previous 13F -3,863 shares

    0.25% of the 13F portfolio, value $3,820,661.

    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 40,586 shares
    Change vs previous 13F -9,887 shares

    0.29% of the 13F portfolio, value $4,248,542.

    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 50,473 shares
    Change vs previous 13F +751 shares

    0.37% of the 13F portfolio, value $5,262,820.

    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 49,722 shares
    Change vs previous 13F -47,760 shares

    0.38% of the 13F portfolio, value $5,105,000.

    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 97,482 shares
    Change vs previous 13F +11,633 shares

    0.75% of the 13F portfolio, value $10,203,000.

    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 85,849 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,980,000.

    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).