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Disclosery

Source Financial Advisors LLC: EFV position timeline

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

Source Financial Advisors LLC held 23,982 EFV 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 23,982 shares
    Change vs previous 13F +6,594 shares

    0.41% of the 13F portfolio, value $1,379,662.

    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 17,388 shares
    Change vs previous 13F +107 shares

    0.28% of the 13F portfolio, value $922,239.

    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 17,281 shares
    Change vs previous 13F -12,532 shares

    0.29% of the 13F portfolio, value $940,086.

    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 29,813 shares
    Change vs previous 13F -421 shares

    0.48% of the 13F portfolio, value $1,553,235.

    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 30,234 shares
    Change vs previous 13F +361 shares

    0.5% of the 13F portfolio, value $1,479,326.

    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 29,873 shares
    Change vs previous 13F -885 shares

    0.48% of the 13F portfolio, value $1,461,961.

    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 30,758 shares
    Change vs previous 13F -36,039 shares

    0.5% of the 13F portfolio, value $1,492,662.

    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 66,797 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,064,623.

    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).