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Disclosery

WEALTHSOURCE PARTNERS, LLC: XLF position timeline

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

WEALTHSOURCE PARTNERS, LLC held 25,183 XLF 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 25,183 shares
    Change vs previous 13F -3,879 shares

    0.06% of the 13F portfolio, value $946,869.

    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 29,062 shares
    Change vs previous 13F -1,249 shares

    0.07% of the 13F portfolio, value $963,971.

    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 30,311 shares
    Change vs previous 13F -2,425 shares

    0.07% of the 13F portfolio, value $1,021,772.

    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 32,736 shares
    Change vs previous 13F -6,743 shares

    0.07% of the 13F portfolio, value $1,052,467.

    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 39,479 shares
    Change vs previous 13F -2,580 shares

    0.1% of the 13F portfolio, value $1,350,197.

    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 42,059 shares
    Change vs previous 13F -1,744 shares

    0.09% of the 13F portfolio, value $1,277,000.

    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 43,803 shares
    Change vs previous 13F -22,996 shares

    0.1% of the 13F portfolio, value $1,378,000.

    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 66,799 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,560,000.

    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).