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Disclosery

Source Financial Advisors LLC: IJH position timeline

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

Source Financial Advisors LLC held 20,932 IJH 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 20,932 shares
    Change vs previous 13F +221 shares

    0.39% of the 13F portfolio, value $1,304,496.

    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 20,711 shares
    Change vs previous 13F +1,382 shares

    0.37% of the 13F portfolio, value $1,212,028.

    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 19,329 shares
    Change vs previous 13F +16,282 shares

    0.36% of the 13F portfolio, value $1,174,016.

    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 3,047 shares
    Change vs previous 13F +83 shares

    0.26% of the 13F portfolio, value $844,362.

    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 2,964 shares
    Change vs previous 13F -598 shares

    0.25% of the 13F portfolio, value $739,098.

    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 3,562 shares
    Change vs previous 13F +103 shares

    0.31% of the 13F portfolio, value $931,285.

    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 3,459 shares
    Change vs previous 13F -412 shares

    0.29% of the 13F portfolio, value $865,195.

    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 3,871 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $936,326.

    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).