Source Financial Advisors LLC: BILS position timeline

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

Source Financial Advisors LLC held 0 BILS shares at 2023-09-30 per its 13F-HR filed 2023-10-26.

the latest 13F is the newest step

period ended2023-09-30
13F 0 shares
Change vs previous 13F -6,219 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2023-06-30
13F 6,219 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $618,561.
13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).