Source Financial Advisors LLC: DBC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Source Financial Advisors LLC on DBC, newest first. How the timeline and the estimate are built.
Source Financial Advisors LLC held 14,369 DBC shares at 2024-09-30 per its 13F-HR filed 2024-11-01.
the latest 13F is the newest step
- period ended2024-09-3013F 14,369 sharesChange vs previous 13F +175 shares
0.09% of the 13F portfolio, value $319,991.
13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 14,194 sharesChange vs previous 13F +1,191 shares
0.1% of the 13F portfolio, value $329,720.
13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 13,003 sharesChange vs previous 13F +2,352 shares
0.09% of the 13F portfolio, value $298,673.
13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 10,651 sharesChange vs previous 13F +552 shares
0.07% of the 13F portfolio, value $234,742.
13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 10,099 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $252,071.
13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).