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Source Financial Advisors LLC: GLD position timeline

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

Source Financial Advisors LLC held 13,278 GLD 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 13,278 shares
    Change vs previous 13F +133 shares

    0.95% of the 13F portfolio, value $3,227,351.

    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 13,145 shares
    Change vs previous 13F +1,059 shares

    0.87% of the 13F portfolio, value $2,826,306.

    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 12,086 shares
    Change vs previous 13F +1,255 shares

    0.75% of the 13F portfolio, value $2,486,332.

    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 10,831 shares
    Change vs previous 13F +168 shares

    0.64% of the 13F portfolio, value $2,070,562.

    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 10,663 shares
    Change vs previous 13F +5,612 shares

    0.62% of the 13F portfolio, value $1,828,171.

    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 5,051 shares
    Change vs previous 13F -22 shares

    0.3% of the 13F portfolio, value $900,442.

    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 5,073 shares
    Change vs previous 13F -1,580 shares

    0.31% of the 13F portfolio, value $929,475.

    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 6,653 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,128,615.

    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).