Skip to content
Disclosery

WEALTHSOURCE PARTNERS, LLC: XDEC position timeline

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

WEALTHSOURCE PARTNERS, LLC held 52,200 XDEC 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 52,200 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,776,366.

    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 52,200 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,716,858.

    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 52,200 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,703,286.

    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 52,200 shares
    Change vs previous 13F +4,700 shares

    0.11% of the 13F portfolio, value $1,629,554.

    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 47,500 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,413,391.

    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).