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WEALTHSOURCE PARTNERS, LLC: VTIP position timeline

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

WEALTHSOURCE PARTNERS, LLC held 38,128 VTIP 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 38,128 shares
    Change vs previous 13F -1,082 shares

    0.12% of the 13F portfolio, value $1,810,699.

    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 39,210 shares
    Change vs previous 13F -5,568 shares

    0.13% of the 13F portfolio, value $1,853,849.

    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 44,778 shares
    Change vs previous 13F +3,618 shares

    0.14% of the 13F portfolio, value $2,123,373.

    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 41,160 shares
    Change vs previous 13F +9,435 shares

    0.13% of the 13F portfolio, value $1,968,271.

    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 31,725 shares
    Change vs previous 13F -2,648 shares

    0.1% of the 13F portfolio, value $1,481,875.

    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 34,373 shares
    Change vs previous 13F +25,843 shares

    0.12% of the 13F portfolio, value $1,654,000.

    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 8,530 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $428,000.

    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).