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Disclosery

WEALTHSOURCE PARTNERS, LLC: USFR position timeline

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

WEALTHSOURCE PARTNERS, LLC held 48,753 USFR 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 48,753 shares
    Change vs previous 13F +18,089 shares

    0.16% of the 13F portfolio, value $2,449,351.

    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 30,664 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,543,012.

    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).