Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: TIP position timeline

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

WEALTHSOURCE PARTNERS, LLC held 86,967 TIP 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 86,967 shares
    Change vs previous 13F -13,016 shares

    0.61% of the 13F portfolio, value $9,348,071.

    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 99,983 shares
    Change vs previous 13F +85,792 shares

    0.71% of the 13F portfolio, value $10,370,212.

    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 14,191 shares
    Change vs previous 13F -497 shares

    0.1% of the 13F portfolio, value $1,527,286.

    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 14,688 shares
    Change vs previous 13F -40,331 shares

    0.11% of the 13F portfolio, value $1,619,310.

    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 55,019 shares
    Change vs previous 13F -105,737 shares

    0.41% of the 13F portfolio, value $5,856,236.

    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 160,756 shares
    Change vs previous 13F -99,656 shares

    1.25% of the 13F portfolio, value $16,863,000.

    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 260,412 shares
    Change vs previous 13F +133,676 shares

    2.17% of the 13F portfolio, value $29,664,000.

    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 126,736 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $15,788,000.

    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).