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Source Financial Advisors LLC: GSLC position timeline

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

Source Financial Advisors LLC held 48,640 GSLC 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 48,640 shares
    Change vs previous 13F -6,308 shares

    1.62% of the 13F portfolio, value $5,493,372.

    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 54,948 shares
    Change vs previous 13F -5,935 shares

    1.81% of the 13F portfolio, value $5,876,700.

    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 60,883 shares
    Change vs previous 13F -15,546 shares

    1.92% of the 13F portfolio, value $6,319,076.

    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 76,429 shares
    Change vs previous 13F -3,679 shares

    2.23% of the 13F portfolio, value $7,169,820.

    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 80,108 shares
    Change vs previous 13F -4,990 shares

    2.28% of the 13F portfolio, value $6,747,475.

    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 85,098 shares
    Change vs previous 13F -5,393 shares

    2.44% of the 13F portfolio, value $7,429,083.

    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 90,491 shares
    Change vs previous 13F -7,466 shares

    2.46% of the 13F portfolio, value $7,349,702.

    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 97,957 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $7,457,469.

    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).