Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: VZ position timeline

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

WEALTHSOURCE PARTNERS, LLC held 29,205 VZ 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 29,205 shares
    Change vs previous 13F -616 shares

    0.07% of the 13F portfolio, value $1,101,043.

    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 29,821 shares
    Change vs previous 13F -3,726 shares

    0.07% of the 13F portfolio, value $966,494.

    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 33,547 shares
    Change vs previous 13F -6,218 shares

    0.08% of the 13F portfolio, value $1,247,596.

    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 39,765 shares
    Change vs previous 13F -4,331 shares

    0.1% of the 13F portfolio, value $1,546,471.

    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 44,096 shares
    Change vs previous 13F -12,108 shares

    0.12% of the 13F portfolio, value $1,737,371.

    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 56,204 shares
    Change vs previous 13F -574 shares

    0.16% of the 13F portfolio, value $2,134,000.

    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 56,778 shares
    Change vs previous 13F -60,139 shares

    0.21% of the 13F portfolio, value $2,882,000.

    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 116,917 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,956,000.

    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).