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Disclosery

WEALTHSOURCE PARTNERS, LLC: TEI position timeline

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

WEALTHSOURCE PARTNERS, LLC held 15,241 TEI 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 15,241 shares
    Change vs previous 13F +422 shares

    0.01% of the 13F portfolio, value $77,729.

    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 14,819 shares
    Change vs previous 13F +420 shares

    <0.01% of the 13F portfolio, value $68,317.

    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 14,399 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $74,152.

    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 14,002 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $70,989.

    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 13,628 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $74,817.

    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 13,266 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $59,000.

    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 12,872 shares
    Change vs previous 13F -2,412 shares

    0.01% of the 13F portfolio, value $69,000.

    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 15,284 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $105,000.

    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).