Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: VLUE position timeline

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

WEALTHSOURCE PARTNERS, LLC held 25,995 VLUE 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 25,995 shares
    Change vs previous 13F -3,961 shares

    0.17% of the 13F portfolio, value $2,629,626.

    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 29,956 shares
    Change vs previous 13F -10,092 shares

    0.19% of the 13F portfolio, value $2,717,583.

    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 40,048 shares
    Change vs previous 13F -310 shares

    0.25% of the 13F portfolio, value $3,756,076.

    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 40,358 shares
    Change vs previous 13F -25,577 shares

    0.25% of the 13F portfolio, value $3,736,711.

    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 65,935 shares
    Change vs previous 13F -8,161 shares

    0.43% of the 13F portfolio, value $6,009,294.

    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 74,096 shares
    Change vs previous 13F -8,693 shares

    0.45% of the 13F portfolio, value $6,066,000.

    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 82,789 shares
    Change vs previous 13F -96,509 shares

    0.55% of the 13F portfolio, value $7,494,000.

    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 179,298 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $18,749,000.

    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).