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Disclosery

WEALTHSOURCE PARTNERS, LLC: V position timeline

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

WEALTHSOURCE PARTNERS, LLC held 15,795 V 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 15,795 shares
    Change vs previous 13F -352 shares

    0.27% of the 13F portfolio, value $4,112,109.

    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 16,147 shares
    Change vs previous 13F -98 shares

    0.25% of the 13F portfolio, value $3,713,953.

    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 16,245 shares
    Change vs previous 13F +4,961 shares

    0.25% of the 13F portfolio, value $3,857,860.

    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 11,284 shares
    Change vs previous 13F -391 shares

    0.17% of the 13F portfolio, value $2,544,091.

    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 11,675 shares
    Change vs previous 13F -189 shares

    0.17% of the 13F portfolio, value $2,425,498.

    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 11,864 shares
    Change vs previous 13F +1,856 shares

    0.16% of the 13F portfolio, value $2,108,000.

    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 10,008 shares
    Change vs previous 13F -2,020 shares

    0.14% of the 13F portfolio, value $1,970,000.

    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 12,028 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,668,000.

    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).