WEALTHSOURCE PARTNERS, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
San Luis Obispo, CA
CIK
0001674623
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 488 1,350,777 13F-HR 11/14/2022 000167462322000005 WEALTHSOURCE PARTNERS, LLC
Q2 2022 512 1,367,405 13F-HR 8/9/2022 000167462322000004 WEALTHSOURCE PARTNERS, LLC
Q1 2022 570 1,483,925 13F-HR 5/9/2022 000167462322000003 WEALTHSOURCE PARTNERS, LLC
Q4 2021 552 1,251,340 13F-HR 2/14/2022 000167462322000001 WEALTHSOURCE PARTNERS, LLC
Q3 2021 515 1,144,652 13F-HR 11/18/2021 000167462321000006 WEALTHSOURCE PARTNERS, LLC
Q2 2021 464 1,126,492 13F-HR 11/18/2021 000167462321000005 WEALTHSOURCE PARTNERS, LLC
Q1 2021 435 1,002,430 13F-HR 6/21/2021 000167462321000004 WEALTHSOURCE PARTNERS, LLC
Q4 2020 383 857,184 13F-HR 2/12/2021 000167462321000001 WEALTHSOURCE PARTNERS, LLC
Q3 2020 363 749,502 13F-HR 11/16/2020 000167462320000006 WEALTHSOURCE PARTNERS, LLC
Q2 2020 348 695,250 13F-HR 8/17/2020 000167462320000005 WEALTHSOURCE PARTNERS, LLC
Q1 2020 344 634,631 13F-HR 5/12/2020 000167462320000004 WEALTHSOURCE PARTNERS, LLC
Q4 2019 413 762,027 13F-HR 2/12/2020 000167462320000002 WEALTHSOURCE PARTNERS, LLC
Q3 2019 426 667,243 13F-HR 11/15/2019 000167462319000005 WEALTHSOURCE PARTNERS, LLC
Q2 2019 447 634,481 13F-HR 8/9/2019 000167462319000004 WEALTHSOURCE PARTNERS, LLC
Q1 2019 348 442,604 13F-HR 5/16/2019 000167462319000003 WEALTHSOURCE PARTNERS, LLC
Q4 2018 301 347,574 13F-HR 2/6/2019 000167462319000002 WEALTHSOURCE PARTNERS, LLC
Q3 2018 315 382,664 13F-HR 11/13/2018 000167462318000006 WEALTHSOURCE PARTNERS, LLC
Q2 2018 300 358,146 13F-HR 8/14/2018 000167462318000005 WEALTHSOURCE PARTNERS, LLC
Q1 2018 278 329,015 RESTATEMENT 4/16/2018 000167462318000003 WEALTHSOURCE PARTNERS, LLC
Q1 2018 280 268,995 13F-HR 4/16/2018 000167462318000002 WEALTHSOURCE PARTNERS, LLC
Q4 2017 305 323,276 13F-HR 2/16/2018 000167462318000001 WEALTHSOURCE PARTNERS, LLC
Q3 2017 295 302,320 13F-HR 11/20/2017 000167462317000006 WEALTHSOURCE PARTNERS, LLC
Q2 2017 283 293,340 13F-HR 8/16/2017 000167462317000005 WEALTHSOURCE PARTNERS, LLC
Q1 2017 286 271,191 13F-HR 5/9/2017 000167462317000003 WEALTHSOURCE PARTNERS, LLC
Q4 2016 245 237,558 13F-HR 2/17/2017 000167462317000001 WEALTHSOURCE PARTNERS, LLC
Q3 2016 258 274,093 13F-HR 11/2/2016 000167462316000003 WEALTHSOURCE PARTNERS, LLC
Q2 2016 261 268,048 13F-HR 8/8/2016 000167462316000002 WEALTHSOURCE PARTNERS, LLC
Q1 2016 238 244,973 13F-HR 5/16/2016 000167462316000001 WEALTHSOURCE PARTNERS, LLC