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Source Financial Advisors LLC: CFLT position timeline

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

Source Financial Advisors LLC held 385,374 CFLT 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 385,374 shares
    Change vs previous 13F +43 shares

    2.32% of the 13F portfolio, value $7,853,921.

    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 385,331 shares
    Change vs previous 13F 0 shares

    3.5% of the 13F portfolio, value $11,378,823.

    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 385,331 shares
    Change vs previous 13F +9,377 shares

    3.57% of the 13F portfolio, value $11,760,300.

    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 375,954 shares
    Change vs previous 13F -8,770 shares

    2.73% of the 13F portfolio, value $8,797,322.

    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 384,724 shares
    Change vs previous 13F -8,389 shares

    3.84% of the 13F portfolio, value $11,391,687.

    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 393,113 shares
    Change vs previous 13F +43,586 shares

    4.56% of the 13F portfolio, value $13,880,820.

    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 349,527 shares
    Change vs previous 13F +21,792 shares

    2.82% of the 13F portfolio, value $8,413,115.

    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 327,735 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $7,288,826.

    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).