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Ellsworth Advisors, LLC: SRCE position timeline

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

Ellsworth Advisors, LLC held 11,668 SRCE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,668 shares
    Change vs previous 13F +529 shares

    0.16% of the 13F portfolio, value $959,494.

    13F-HR 0001843553-26-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,139 shares
    Change vs previous 13F +293 shares

    0.14% of the 13F portfolio, value $770,937.

    13F-HR 0001843553-26-000003 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,846 shares
    Change vs previous 13F +630 shares

    0.14% of the 13F portfolio, value $709,020.

    13F-HR 0001843553-26-000001 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,216 shares
    Change vs previous 13F +1,580 shares

    0.13% of the 13F portfolio, value $608,750.

    13F-HR 0001843553-25-000008 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,636 shares
    Change vs previous 13F +231 shares

    0.13% of the 13F portfolio, value $536,037.

    13F-HR 0001843553-25-000007 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,405 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $502,703.

    13F-HR 0001843553-25-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).