WEALTHSOURCE PARTNERS, LLC: VBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHSOURCE PARTNERS, LLC on VBK, newest first. How the timeline and the estimate are built.
WEALTHSOURCE PARTNERS, LLC held 2,606 VBK shares at 2023-12-31 per its 13F-HR filed 2024-01-16.
the latest 13F is the newest step
- period ended2023-12-3113F 2,606 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $629,957.
13F-HR 0001674623-24-000002 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 2,606 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $558,173.
13F-HR 0001674623-23-000007 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 2,606 sharesChange vs previous 13F -207 shares
0.04% of the 13F portfolio, value $598,710.
13F-HR 0001674623-23-000006 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,813 sharesChange vs previous 13F +234 shares
0.04% of the 13F portfolio, value $608,799.
13F-HR 0001674623-23-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 2,579 sharesChange vs previous 13F -267 shares
0.04% of the 13F portfolio, value $517,220.
13F-HR 0001674623-23-000001 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 2,846 sharesChange vs previous 13F +205 shares
0.04% of the 13F portfolio, value $555,000.
13F-HR 0001674623-22-000005 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 2,641 sharesChange vs previous 13F -28 shares
0.04% of the 13F portfolio, value $520,000.
13F-HR 0001674623-22-000004 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 2,669 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $662,000.
13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).