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Disclosery

WEALTHSOURCE PARTNERS, LLC: WFC position timeline

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

WEALTHSOURCE PARTNERS, LLC held 149,605 WFC 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 149,605 shares
    Change vs previous 13F -1,509 shares

    0.48% of the 13F portfolio, value $7,363,541.

    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 151,114 shares
    Change vs previous 13F -25,172 shares

    0.42% of the 13F portfolio, value $6,174,512.

    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 176,286 shares
    Change vs previous 13F -2,047 shares

    0.5% of the 13F portfolio, value $7,523,881.

    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 178,333 shares
    Change vs previous 13F -17,067 shares

    0.45% of the 13F portfolio, value $6,666,086.

    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 195,400 shares
    Change vs previous 13F -432 shares

    0.57% of the 13F portfolio, value $8,068,065.

    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 195,832 shares
    Change vs previous 13F -12,429 shares

    0.58% of the 13F portfolio, value $7,876,000.

    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 208,261 shares
    Change vs previous 13F +11,168 shares

    0.6% of the 13F portfolio, value $8,158,000.

    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 197,093 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $9,551,000.

    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).