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Disclosery

Source Financial Advisors LLC: ESTC position timeline

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

Source Financial Advisors LLC held 72,122 ESTC 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 72,122 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $5,536,116.

    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 72,122 shares
    Change vs previous 13F 0 shares

    2.53% of the 13F portfolio, value $8,215,464.

    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 72,122 shares
    Change vs previous 13F 0 shares

    2.19% of the 13F portfolio, value $7,229,550.

    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 72,122 shares
    Change vs previous 13F 0 shares

    2.52% of the 13F portfolio, value $8,128,195.

    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 72,122 shares
    Change vs previous 13F -3,073 shares

    1.98% of the 13F portfolio, value $5,859,225.

    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 75,195 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $4,821,503.

    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 75,195 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $4,353,791.

    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 75,195 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,872,543.

    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).