Source Financial Advisors LLC: MKTX position timeline

Source Financial Advisors LLC held 115,513 MKTX 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 115,513 shares

   Change vs previous 13F +154 shares

   8.74% of the 13F portfolio, value $29,594,455.

   13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 115,359 shares

   Change vs previous 13F +146 shares

   7.11% of the 13F portfolio, value $23,132,985.

   13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 115,213 shares

   Change vs previous 13F +186 shares

   7.67% of the 13F portfolio, value $25,260,478.

   13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 115,027 shares

   Change vs previous 13F +6 shares

   10.45% of the 13F portfolio, value $33,685,622.

   13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 115,021 shares

   Change vs previous 13F -11 shares

   8.29% of the 13F portfolio, value $24,573,062.

   13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
   Filed 2023-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 115,032 shares

   Change vs previous 13F -17 shares

   9.87% of the 13F portfolio, value $30,071,635.

   13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 115,049 shares

   Change vs previous 13F -6,985 shares

   15.08% of the 13F portfolio, value $45,017,478.

   13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
   Filed 2023-04-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-12-31

   13F 122,034 shares

   Change vs previous 13F not available

   12.79% of the 13F portfolio, value $34,034,030.

   13F-HR 0001830954-23-000003 filed by Source Financial Advisors LLC
   Filed 2023-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).