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Source Financial Advisors LLC: IGLB position timeline

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

Source Financial Advisors LLC held 17,248 IGLB 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 17,248 shares
    Change vs previous 13F -1,575 shares

    0.27% of the 13F portfolio, value $924,324.

    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 18,823 shares
    Change vs previous 13F +2,655 shares

    0.29% of the 13F portfolio, value $941,896.

    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 16,168 shares
    Change vs previous 13F -16,863 shares

    0.25% of the 13F portfolio, value $832,792.

    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 33,031 shares
    Change vs previous 13F -414 shares

    0.54% of the 13F portfolio, value $1,740,425.

    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 33,445 shares
    Change vs previous 13F +16,437 shares

    0.53% of the 13F portfolio, value $1,576,603.

    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 17,008 shares
    Change vs previous 13F +9,704 shares

    0.29% of the 13F portfolio, value $876,772.

    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 7,304 shares
    Change vs previous 13F -1,122 shares

    0.13% of the 13F portfolio, value $382,658.

    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 8,426 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $419,548.

    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).