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Source Financial Advisors LLC: IEFA position timeline

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

Source Financial Advisors LLC held 20,533 IEFA 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 20,533 shares
    Change vs previous 13F -5,546 shares

    0.47% of the 13F portfolio, value $1,602,631.

    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 26,079 shares
    Change vs previous 13F -355 shares

    0.58% of the 13F portfolio, value $1,894,407.

    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 26,434 shares
    Change vs previous 13F -17,583 shares

    0.6% of the 13F portfolio, value $1,961,960.

    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 44,017 shares
    Change vs previous 13F -518 shares

    0.96% of the 13F portfolio, value $3,096,593.

    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 44,535 shares
    Change vs previous 13F -5,932 shares

    0.97% of the 13F portfolio, value $2,865,802.

    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 50,467 shares
    Change vs previous 13F +7,261 shares

    1.12% of the 13F portfolio, value $3,406,496.

    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 43,206 shares
    Change vs previous 13F -18,760 shares

    0.97% of the 13F portfolio, value $2,888,347.

    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 61,966 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,819,608.

    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).