Source Financial Advisors LLC: PCOR position timeline

Source Financial Advisors LLC held 0 PCOR shares at 2024-06-30 per its 13F-HR filed 2024-07-17.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -2,861 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-03-31

   13F 2,861 shares

   Change vs previous 13F -815 shares

   0.07% of the 13F portfolio, value $235,091.

   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).

3. period ended2023-12-31

   13F 3,676 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $254,453.

   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).

4. period ended2023-09-30

   13F 3,676 shares

   Change vs previous 13F -649 shares

   0.08% of the 13F portfolio, value $240,116.

   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).

5. period ended2023-06-30

   13F 4,325 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $281,428.

   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).