Managers / Q3 2019 · view latest →
WEALTHSOURCE PARTNERS, LLC
CIK 0001674623 · 735 TANK FARM ROAD, SUITE 240, SAN LUIS OBISPO, CA, 93401 · 805-546-1000
Reported Value
$667M
Q3 2019
Positions
426
Filings on Record
21
2019–present window
Filed
Nov 15, 2019
original filing
Summary
Wealthsource Partners, Llc reported $667M in U.S.-listed holdings across 426 positions for Q3 2019.
Its largest position, USMV, represents 3.7% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2023 | $1.5B | 503 | Jan 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.5B | 493 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.5B | 498 | Aug 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.5B | 494 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.41T | 483 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.4B | 488 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.4B | 512 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.5B | 570 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.3B | 554 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.1B | 517 | Nov 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.0B | 438 | Jun 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $857M | 385 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $750M | 369 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $695M | 351 | Aug 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $635M | 344 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $762M | 413 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $667M | 426 | Nov 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $634M | 447 | Aug 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $443M | 348 | May 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $348M | 301 | Feb 6, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.