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Source Financial Advisors LLC: AMPL position timeline

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

Source Financial Advisors LLC held 134,808 AMPL 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 134,808 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,209,228.

    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 134,808 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,199,791.

    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 134,808 shares
    Change vs previous 13F +11,643 shares

    0.45% of the 13F portfolio, value $1,466,711.

    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 123,165 shares
    Change vs previous 13F +11,643 shares

    0.49% of the 13F portfolio, value $1,566,659.

    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 111,522 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,290,310.

    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 111,522 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,226,742.

    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 111,522 shares
    Change vs previous 13F +17,771 shares

    0.46% of the 13F portfolio, value $1,387,334.

    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 93,751 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,132,512.

    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).