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Disclosery

Source Financial Advisors LLC: IJR position timeline

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

Source Financial Advisors LLC held 11,966 IJR 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 11,966 shares
    Change vs previous 13F +2,672 shares

    0.41% of the 13F portfolio, value $1,399,587.

    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 9,294 shares
    Change vs previous 13F +2,245 shares

    0.3% of the 13F portfolio, value $991,269.

    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 7,049 shares
    Change vs previous 13F +1,511 shares

    0.24% of the 13F portfolio, value $779,069.

    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 5,538 shares
    Change vs previous 13F +109 shares

    0.19% of the 13F portfolio, value $599,498.

    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 5,429 shares
    Change vs previous 13F -1,407 shares

    0.17% of the 13F portfolio, value $512,080.

    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 6,836 shares
    Change vs previous 13F -7,411 shares

    0.22% of the 13F portfolio, value $681,237.

    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 14,247 shares
    Change vs previous 13F -5,730 shares

    0.46% of the 13F portfolio, value $1,377,640.

    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 19,977 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,890,596.

    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).