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Source Financial Advisors LLC: AGG position timeline

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

Source Financial Advisors LLC held 23,027 AGG shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 23,027 shares
    Change vs previous 13F -41 shares

    0.69% of the 13F portfolio, value $2,331,910.

    13F-HR 0001830954-24-000006 filed by Source Financial 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 ended2024-06-30
    13F 23,068 shares
    Change vs previous 13F -29,854 shares

    0.69% of the 13F portfolio, value $2,239,172.

    13F-HR 0001830954-24-000003 filed by Source Financial 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 ended2024-03-31
    13F 52,922 shares
    Change vs previous 13F +13,881 shares

    1.57% of the 13F portfolio, value $5,183,159.

    13F-HR 0001830954-24-000002 filed by Source Financial 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 ended2023-12-31
    13F 39,041 shares
    Change vs previous 13F -1,475 shares

    1.2% of the 13F portfolio, value $3,874,784.

    13F-HR 0001830954-24-000001 filed by Source Financial 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 ended2023-09-30
    13F 40,516 shares
    Change vs previous 13F +2,184 shares

    1.29% of the 13F portfolio, value $3,810,115.

    13F-HR 0001830954-23-000006 filed by Source Financial 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 ended2023-06-30
    13F 38,332 shares
    Change vs previous 13F +216 shares

    1.23% of the 13F portfolio, value $3,754,592.

    13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 38,116 shares
    Change vs previous 13F -483 shares

    1.27% of the 13F portfolio, value $3,797,879.

    13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 38,599 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,743,716.

    13F-HR 0001830954-23-000003 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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