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Source Financial Advisors LLC: GOOGL position timeline

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

Source Financial Advisors LLC held 6,227 GOOGL 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 6,227 shares
    Change vs previous 13F +118 shares

    0.31% of the 13F portfolio, value $1,032,804.

    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 6,109 shares
    Change vs previous 13F -45 shares

    0.34% of the 13F portfolio, value $1,112,783.

    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 6,154 shares
    Change vs previous 13F -66 shares

    0.28% of the 13F portfolio, value $928,823.

    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 6,220 shares
    Change vs previous 13F -249 shares

    0.27% of the 13F portfolio, value $868,871.

    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 6,469 shares
    Change vs previous 13F +24 shares

    0.29% of the 13F portfolio, value $846,533.

    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 6,445 shares
    Change vs previous 13F +1,009 shares

    0.25% of the 13F portfolio, value $771,467.

    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 5,436 shares
    Change vs previous 13F +658 shares

    0.19% of the 13F portfolio, value $563,876.

    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 4,778 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $421,563.

    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).