Filer Snapshot

WEALTHSOURCE PARTNERS, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001674623.

Entity Type

Company

Total Filings

33

Latest Filing

16 Jan 2024

Industry

n/a

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Official SEC Source

Validate every takeaway against the original EDGAR filing.

See Original Filing
Business address
735 Tank Farm Road, Suite 240, San Luis Obispo, CA, 93401
Top securities (13F)
SCHX, SPAB, QUAL, ESGU, EFV, EFG, EMXC, IYW, MBB, AAPL, USMV, TFLO, IVLU, SPTL, FTSM, OEF, IVW, BIV, MSFT, and FEX
State of incorporation
NV
Fiscal year end
31 December

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Quick Takeaways

  • WEALTHSOURCE PARTNERS, LLC is an SEC filer tracked under CIK 0001674623.
  • 33 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 16 Jan 2024.
  • Report period: 31 Dec 2023.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001674623.

See Original Filing

Filer Overview

WEALTHSOURCE PARTNERS, LLC has filed 33 SEC EDGAR filings since 16 May 2016. Common forms include 13F-HR, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for WEALTHSOURCE PARTNERS, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2024 31 Dec 2023 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2023 30 Sep 2023 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2023 30 Jun 2023 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2023 31 Mar 2023 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2022 30 Sep 2022 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2022 30 Jun 2022 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2022 31 Mar 2022 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Nov 2021 30 Sep 2021 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Nov 2021 30 Jun 2021 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jun 2021 31 Mar 2021 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2021 31 Dec 2020 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2020 30 Sep 2020 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Aug 2020 30 Jun 2020 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2020 31 Mar 2020 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2020 31 Dec 2019 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2019 30 Sep 2019 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2019 30 Jun 2019 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2019 31 Mar 2019 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2019 31 Dec 2018 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-17456
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 16 Apr 2018 31 Mar 2018 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2018 31 Mar 2018 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2018 31 Dec 2017 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Nov 2017 30 Sep 2017 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2017 30 Jun 2017 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2017 31 Mar 2017 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Feb 2017 31 Dec 2016 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2016 30 Sep 2016 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2016 30 Jun 2016 028-17456
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2016 31 Mar 2016 028-17456

About this filer

WEALTHSOURCE PARTNERS, LLC files with the SEC under CIK 0001674623. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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