Skip to content
Disclosery

Source Financial Advisors LLC: IWB position timeline

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

Source Financial Advisors LLC held 3,693 IWB 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 3,693 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $1,161,139.

    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 3,684 shares
    Change vs previous 13F +6 shares

    0.34% of the 13F portfolio, value $1,096,228.

    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 3,678 shares
    Change vs previous 13F +8 shares

    0.32% of the 13F portfolio, value $1,059,301.

    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 3,670 shares
    Change vs previous 13F +21 shares

    0.3% of the 13F portfolio, value $962,431.

    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 3,649 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $857,143.

    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 3,649 shares
    Change vs previous 13F -555 shares

    0.29% of the 13F portfolio, value $889,362.

    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 4,204 shares
    Change vs previous 13F +12 shares

    0.32% of the 13F portfolio, value $946,826.

    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 4,192 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $882,475.

    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).