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Source Financial Advisors LLC: JEPQ position timeline

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

Source Financial Advisors LLC held 17,640 JEPQ 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 17,640 shares
    Change vs previous 13F -899 shares

    0.29% of the 13F portfolio, value $968,953.

    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 18,539 shares
    Change vs previous 13F -517 shares

    0.32% of the 13F portfolio, value $1,028,898.

    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 19,056 shares
    Change vs previous 13F -13,935 shares

    0.31% of the 13F portfolio, value $1,033,600.

    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 32,991 shares
    Change vs previous 13F +15 shares

    0.51% of the 13F portfolio, value $1,647,235.

    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 32,976 shares
    Change vs previous 13F +4,156 shares

    0.52% of the 13F portfolio, value $1,547,584.

    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 28,820 shares
    Change vs previous 13F +14,900 shares

    0.46% of the 13F portfolio, value $1,394,038.

    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 13,920 shares
    Change vs previous 13F -728 shares

    0.21% of the 13F portfolio, value $627,637.

    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 14,648 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $597,642.

    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).