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Source Financial Advisors LLC: IYG position timeline

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

Source Financial Advisors LLC held 14,273 IYG 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 14,273 shares
    Change vs previous 13F -563 shares

    0.3% of the 13F portfolio, value $1,013,647.

    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 14,836 shares
    Change vs previous 13F -239 shares

    0.3% of the 13F portfolio, value $967,424.

    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 15,075 shares
    Change vs previous 13F +6,911 shares

    0.3% of the 13F portfolio, value $999,479.

    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 8,164 shares
    Change vs previous 13F -124 shares

    0.45% of the 13F portfolio, value $1,463,009.

    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 8,288 shares
    Change vs previous 13F -698 shares

    0.43% of the 13F portfolio, value $1,281,708.

    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 8,986 shares
    Change vs previous 13F +797 shares

    0.47% of the 13F portfolio, value $1,419,750.

    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 8,189 shares
    Change vs previous 13F -9,632 shares

    0.41% of the 13F portfolio, value $1,236,274.

    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 17,821 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,807,104.

    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).