Source Financial Advisors LLC: ANGL position timeline

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

Source Financial Advisors LLC held 0 ANGL shares at 2024-06-30 per its 13F-HR filed 2024-07-17.

the latest 13F is the newest step

period ended2024-06-30
13F 0 shares
Change vs previous 13F -7,086 shares
13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 7,086 shares
Change vs previous 13F -7,306 shares
0.06% of the 13F portfolio, value $205,633.
13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 14,392 shares
Change vs previous 13F -233 shares
0.13% of the 13F portfolio, value $414,192.
13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 14,625 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $395,753.
13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
Filed 2023-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).