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Disclosery

Source Financial Advisors LLC: IGSB position timeline

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

Source Financial Advisors LLC held 79,201 IGSB 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 79,201 shares
    Change vs previous 13F +21 shares

    1.23% of the 13F portfolio, value $4,170,746.

    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 79,180 shares
    Change vs previous 13F -1,764 shares

    1.25% of the 13F portfolio, value $4,057,173.

    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 80,944 shares
    Change vs previous 13F +6,318 shares

    1.26% of the 13F portfolio, value $4,150,802.

    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 74,626 shares
    Change vs previous 13F +10,879 shares

    1.19% of the 13F portfolio, value $3,826,429.

    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 63,747 shares
    Change vs previous 13F +13,108 shares

    1.07% of the 13F portfolio, value $3,176,532.

    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 50,639 shares
    Change vs previous 13F +3,710 shares

    0.83% of the 13F portfolio, value $2,540,547.

    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 46,929 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,371,792.

    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).