Skip to content
Disclosery

Source Financial Advisors LLC: HDUS position timeline

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

Source Financial Advisors LLC held 5,332 HDUS 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 5,332 shares
    Change vs previous 13F -1,733 shares

    0.09% of the 13F portfolio, value $296,451.

    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 7,065 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $370,286.

    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 7,063 shares
    Change vs previous 13F -5,583 shares

    0.11% of the 13F portfolio, value $359,381.

    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 12,646 shares
    Change vs previous 13F -120 shares

    0.18% of the 13F portfolio, value $587,705.

    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 12,766 shares
    Change vs previous 13F +3,980 shares

    0.18% of the 13F portfolio, value $539,875.

    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 8,786 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $386,488.

    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).