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Source Financial Advisors LLC: COST position timeline

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

Source Financial Advisors LLC held 369 COST 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 369 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $327,126.

    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 370 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $314,496.

    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 366 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $268,142.

    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 360 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $237,629.

    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 365 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $206,210.

    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).