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Source Financial Advisors LLC: AMZN position timeline

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

Source Financial Advisors LLC held 12,391 AMZN 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 12,391 shares
    Change vs previous 13F +43 shares

    0.68% of the 13F portfolio, value $2,308,816.

    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 12,348 shares
    Change vs previous 13F +24 shares

    0.73% of the 13F portfolio, value $2,386,252.

    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 12,324 shares
    Change vs previous 13F -1,206 shares

    0.67% of the 13F portfolio, value $2,223,004.

    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 13,530 shares
    Change vs previous 13F -35 shares

    0.64% of the 13F portfolio, value $2,055,748.

    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 13,565 shares
    Change vs previous 13F +100 shares

    0.58% of the 13F portfolio, value $1,724,383.

    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 13,465 shares
    Change vs previous 13F +824 shares

    0.58% of the 13F portfolio, value $1,755,297.

    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 12,641 shares
    Change vs previous 13F -1,456 shares

    0.44% of the 13F portfolio, value $1,305,689.

    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 14,097 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,184,148.

    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).