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Disclosery

Source Financial Advisors LLC: IYW position timeline

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

Source Financial Advisors LLC held 8,460 IYW 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 8,460 shares
    Change vs previous 13F +638 shares

    0.38% of the 13F portfolio, value $1,282,746.

    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 7,822 shares
    Change vs previous 13F -41 shares

    0.36% of the 13F portfolio, value $1,177,214.

    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 7,863 shares
    Change vs previous 13F -3,486 shares

    0.32% of the 13F portfolio, value $1,061,969.

    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 11,349 shares
    Change vs previous 13F -88 shares

    0.43% of the 13F portfolio, value $1,393,057.

    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 11,437 shares
    Change vs previous 13F +87 shares

    0.4% of the 13F portfolio, value $1,200,022.

    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 11,350 shares
    Change vs previous 13F +124 shares

    0.41% of the 13F portfolio, value $1,235,729.

    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 11,226 shares
    Change vs previous 13F -27,422 shares

    0.35% of the 13F portfolio, value $1,041,905.

    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 38,648 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,878,873.

    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).