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Source Financial Advisors LLC: JEPI position timeline

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

Source Financial Advisors LLC held 17,835 JEPI 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 17,835 shares
    Change vs previous 13F -9,644 shares

    0.31% of the 13F portfolio, value $1,061,387.

    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 27,479 shares
    Change vs previous 13F -433 shares

    0.48% of the 13F portfolio, value $1,557,517.

    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 27,912 shares
    Change vs previous 13F -14,109 shares

    0.49% of the 13F portfolio, value $1,614,991.

    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 42,021 shares
    Change vs previous 13F -648 shares

    0.72% of the 13F portfolio, value $2,310,312.

    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 42,669 shares
    Change vs previous 13F -5,426 shares

    0.77% of the 13F portfolio, value $2,285,359.

    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 48,095 shares
    Change vs previous 13F +16,872 shares

    0.87% of the 13F portfolio, value $2,661,099.

    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 31,223 shares
    Change vs previous 13F -4,797 shares

    0.57% of the 13F portfolio, value $1,704,796.

    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 36,020 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,962,717.

    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).