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Wealthsource Partners, LLC

CIK: 0001674623 | ARROYO GRANDE, CA

Q3 2023 vs Q4 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q4 2023
13F-HR503$1.5B2024-01-16SEC ↗
Q3 2023
13F-HR493$1.5B2023-11-13SEC ↗
Q2 2023
13F-HR498$1.5B2023-08-15SEC ↗
Q1 2023
13F-HR494$1.5B2023-05-15SEC ↗
Q4 2022
13F-HR483$1.4B2023-02-10SEC ↗
Q3 2022
13F-HR488$39.2M2022-11-15SEC ↗
Q2 2022
13F-HR512$28.4M2022-08-10SEC ↗
Q1 2022
13F-HR570$26.9M2022-05-09SEC ↗
Q4 2021
13F-HR554$18.2M2022-02-14SEC ↗
Q3 2021
13F-HR517$14.3M2021-11-18SEC ↗
Q2 2021
13F-HR465$14.8M2021-11-18SEC ↗
Q1 2021
13F-HR438$13.7M2021-06-21SEC ↗
Q4 2020
13F-HR385$10.0M2021-02-12SEC ↗
Q3 2020
13F-HR369$8.6M2020-11-16SEC ↗
Q2 2020
13F-HR351$7.2M2020-08-17SEC ↗
Q1 2020
13F-HR344$7.6M2020-05-12SEC ↗
Q4 2019
13F-HR413$9.0M2020-02-12SEC ↗
Q3 2019
13F-HR426$7.7M2019-11-15SEC ↗
Q2 2019
13F-HR447$8.0M2019-08-09SEC ↗
Q1 2019
13F-HR348$4.5M2019-05-16SEC ↗
Q4 2018
13F-HR301$4.8M2019-02-06SEC ↗
Q3 2018
13F-HR316$5.4M2018-11-13SEC ↗
Q2 2018
13F-HR300$9.7M2018-08-14SEC ↗
Q1 2018Amended
13F-HR/A280$269.0K2018-04-16SEC ↗
Q4 2017
13F-HR305$2.9M2018-02-16SEC ↗
Q3 2017
13F-HR295$3.0M2017-11-20SEC ↗
Q2 2017
13F-HR283$2.7M2017-08-16SEC ↗
Q1 2017
13F-HR286$2.4M2017-05-09SEC ↗
Q4 2016
13F-HR245$1.5M2017-02-17SEC ↗
Q3 2016
13F-HR258$1.7M2016-11-02SEC ↗
Q2 2016
13F-HR261$2.3M2016-08-08SEC ↗
Q1 2016
13F-HR238$1.8M2016-05-16SEC ↗