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Disclosery

Source Financial Advisors LLC: EDV position timeline

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

Source Financial Advisors LLC held 6,702 EDV 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 6,702 shares
    Change vs previous 13F -705 shares

    0.16% of the 13F portfolio, value $534,015.

    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 7,407 shares
    Change vs previous 13F -261 shares

    0.17% of the 13F portfolio, value $543,748.

    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 7,668 shares
    Change vs previous 13F -5,177 shares

    0.18% of the 13F portfolio, value $587,369.

    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 12,845 shares
    Change vs previous 13F +321 shares

    0.32% of the 13F portfolio, value $1,040,839.

    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 12,524 shares
    Change vs previous 13F +8,444 shares

    0.3% of the 13F portfolio, value $877,075.

    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 4,080 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $355,246.

    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).