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Source Financial Advisors LLC: IVV position timeline

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

Source Financial Advisors LLC held 37,852 IVV 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 37,852 shares
    Change vs previous 13F +232 shares

    6.45% of the 13F portfolio, value $21,833,618.

    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 37,620 shares
    Change vs previous 13F -4,173 shares

    6.33% of the 13F portfolio, value $20,586,552.

    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 41,793 shares
    Change vs previous 13F -2,154 shares

    6.67% of the 13F portfolio, value $21,971,840.

    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 43,947 shares
    Change vs previous 13F +1,362 shares

    6.51% of the 13F portfolio, value $20,990,463.

    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 42,585 shares
    Change vs previous 13F -131 shares

    6.17% of the 13F portfolio, value $18,287,286.

    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 42,716 shares
    Change vs previous 13F +197 shares

    6.25% of the 13F portfolio, value $19,038,958.

    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 42,519 shares
    Change vs previous 13F +9,294 shares

    5.86% of the 13F portfolio, value $17,478,758.

    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 33,225 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $12,765,388.

    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).