Source Financial Advisors LLC: DON position timeline

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

Source Financial Advisors LLC held 6,990 DON shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

period ended2024-09-30
13F 6,990 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $357,399.
13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 6,990 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $326,922.
13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 6,990 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $340,902.
13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 6,990 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $319,373.
13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 6,990 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $286,310.
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).
period ended2023-06-30
13F 6,990 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $293,930.
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).
period ended2023-03-31
13F 6,990 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $286,450.
13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
Filed 2023-04-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 6,990 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $287,569.
13F-HR 0001830954-23-000003 filed by Source Financial Advisors LLC
Filed 2023-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).