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Source Financial Advisors LLC: IEMG position timeline

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

Source Financial Advisors LLC held 4,396 IEMG 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 4,396 shares
    Change vs previous 13F -255 shares

    0.07% of the 13F portfolio, value $252,401.

    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 4,651 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $248,993.

    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 4,645 shares
    Change vs previous 13F -18,975 shares

    0.07% of the 13F portfolio, value $239,690.

    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 23,620 shares
    Change vs previous 13F -494 shares

    0.37% of the 13F portfolio, value $1,194,708.

    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 24,114 shares
    Change vs previous 13F +11,112 shares

    0.39% of the 13F portfolio, value $1,147,608.

    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 13,002 shares
    Change vs previous 13F -8,732 shares

    0.21% of the 13F portfolio, value $640,893.

    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 21,734 shares
    Change vs previous 13F -21,144 shares

    0.36% of the 13F portfolio, value $1,060,383.

    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 42,878 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,002,384.

    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).