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WEALTHSOURCE PARTNERS, LLC: VCSH position timeline

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

WEALTHSOURCE PARTNERS, LLC held 16,063 VCSH 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 16,063 shares
    Change vs previous 13F +160 shares

    0.08% of the 13F portfolio, value $1,242,794.

    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 15,903 shares
    Change vs previous 13F -3,801 shares

    0.08% of the 13F portfolio, value $1,195,110.

    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 19,704 shares
    Change vs previous 13F +5,801 shares

    0.1% of the 13F portfolio, value $1,490,805.

    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 13,903 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,059,826.

    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 13,903 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,045,367.

    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 13,903 shares
    Change vs previous 13F +3,184 shares

    0.08% of the 13F portfolio, value $1,033,000.

    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 10,719 shares
    Change vs previous 13F -615 shares

    0.06% of the 13F portfolio, value $817,000.

    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 11,334 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $885,000.

    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).