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Source Financial Advisors LLC: BND position timeline

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

Source Financial Advisors LLC held 20,605 BND 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 20,605 shares
    Change vs previous 13F -1,558 shares

    0.46% of the 13F portfolio, value $1,547,642.

    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 22,163 shares
    Change vs previous 13F -661 shares

    0.49% of the 13F portfolio, value $1,596,844.

    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 22,824 shares
    Change vs previous 13F -12,130 shares

    0.5% of the 13F portfolio, value $1,657,700.

    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 34,954 shares
    Change vs previous 13F -2,049 shares

    0.8% of the 13F portfolio, value $2,570,883.

    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 37,003 shares
    Change vs previous 13F -988 shares

    0.87% of the 13F portfolio, value $2,582,081.

    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 37,991 shares
    Change vs previous 13F +9,401 shares

    0.91% of the 13F portfolio, value $2,761,538.

    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 28,590 shares
    Change vs previous 13F -507 shares

    0.71% of the 13F portfolio, value $2,110,785.

    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 29,097 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,090,351.

    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).