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Disclosery

Source Financial Advisors LLC: META position timeline

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

Source Financial Advisors LLC held 7,407 META 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 7,407 shares
    Change vs previous 13F -10 shares

    1.25% of the 13F portfolio, value $4,240,098.

    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 7,417 shares
    Change vs previous 13F +2 shares

    1.15% of the 13F portfolio, value $3,739,677.

    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 7,415 shares
    Change vs previous 13F -335 shares

    1.09% of the 13F portfolio, value $3,600,395.

    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 7,750 shares
    Change vs previous 13F -760 shares

    0.85% of the 13F portfolio, value $2,743,013.

    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 8,510 shares
    Change vs previous 13F -991 shares

    0.86% of the 13F portfolio, value $2,554,764.

    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 9,501 shares
    Change vs previous 13F +241 shares

    0.89% of the 13F portfolio, value $2,726,597.

    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 9,260 shares
    Change vs previous 13F -455 shares

    0.66% of the 13F portfolio, value $1,962,565.

    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 9,715 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,169,103.

    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).