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Source Financial Advisors LLC: GOOG position timeline

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

Source Financial Advisors LLC held 7,878 GOOG 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 7,878 shares
    Change vs previous 13F -113 shares

    0.39% of the 13F portfolio, value $1,317,161.

    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 7,991 shares
    Change vs previous 13F -299 shares

    0.45% of the 13F portfolio, value $1,465,671.

    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 8,290 shares
    Change vs previous 13F -626 shares

    0.38% of the 13F portfolio, value $1,262,297.

    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 8,916 shares
    Change vs previous 13F -220 shares

    0.39% of the 13F portfolio, value $1,256,588.

    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 9,136 shares
    Change vs previous 13F -29 shares

    0.41% of the 13F portfolio, value $1,204,634.

    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 9,165 shares
    Change vs previous 13F +381 shares

    0.36% of the 13F portfolio, value $1,108,738.

    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 8,784 shares
    Change vs previous 13F -1,808 shares

    0.31% of the 13F portfolio, value $913,578.

    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 10,592 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $939,864.

    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).