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Source Financial Advisors LLC: ASAN position timeline

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

Source Financial Advisors LLC held 86,539 ASAN 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 86,539 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,002,987.

    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 86,539 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,210,681.

    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 86,539 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,340,489.

    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 86,539 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,645,106.

    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 86,539 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,584,529.

    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 86,539 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,907,320.

    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 86,539 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,828,569.

    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 86,539 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,191,642.

    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).