Source Financial Advisors LLC: MOTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Source Financial Advisors LLC on MOTI, newest first. How the timeline and the estimate are built.
Source Financial Advisors LLC held 15,491 MOTI shares at 2024-09-30 per its 13F-HR filed 2024-11-01.
the latest 13F is the newest step
- period ended2024-09-3013F 15,491 sharesChange vs previous 13F -925 shares
0.16% of the 13F portfolio, value $542,888.
13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 16,416 sharesChange vs previous 13F +191 shares
0.16% of the 13F portfolio, value $514,645.
13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 16,225 sharesChange vs previous 13F -12,961 shares
0.15% of the 13F portfolio, value $504,895.
13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 29,186 sharesChange vs previous 13F -643 shares
0.28% of the 13F portfolio, value $908,858.
13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 29,829 sharesChange vs previous 13F +637 shares
0.3% of the 13F portfolio, value $889,948.
13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 29,192 sharesChange vs previous 13F -432 shares
0.3% of the 13F portfolio, value $926,262.
13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 29,624 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $947,079.
13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).