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WEALTHSOURCE PARTNERS, LLC: USMV position timeline

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

WEALTHSOURCE PARTNERS, LLC held 349,094 USMV 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 349,094 shares
    Change vs previous 13F -83,344 shares

    1.77% of the 13F portfolio, value $27,239,816.

    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 432,438 shares
    Change vs previous 13F +27,968 shares

    2.14% of the 13F portfolio, value $31,299,893.

    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 404,470 shares
    Change vs previous 13F +2,266 shares

    1.98% of the 13F portfolio, value $30,064,277.

    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 402,204 shares
    Change vs previous 13F +152,769 shares

    1.98% of the 13F portfolio, value $29,256,345.

    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 249,435 shares
    Change vs previous 13F -1,667 shares

    1.27% of the 13F portfolio, value $17,984,286.

    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 251,102 shares
    Change vs previous 13F +13,974 shares

    1.23% of the 13F portfolio, value $16,598,000.

    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 237,128 shares
    Change vs previous 13F +49,630 shares

    1.22% of the 13F portfolio, value $16,649,000.

    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 187,498 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $14,544,000.

    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).