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Source Financial Advisors LLC: QQQ position timeline

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

Source Financial Advisors LLC held 5,356 QQQ 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 5,356 shares
    Change vs previous 13F -55 shares

    0.77% of the 13F portfolio, value $2,614,056.

    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 5,411 shares
    Change vs previous 13F -73 shares

    0.8% of the 13F portfolio, value $2,592,269.

    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 5,484 shares
    Change vs previous 13F -2,206 shares

    0.74% of the 13F portfolio, value $2,435,077.

    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 7,690 shares
    Change vs previous 13F -15 shares

    0.98% of the 13F portfolio, value $3,149,152.

    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 7,705 shares
    Change vs previous 13F -236 shares

    0.93% of the 13F portfolio, value $2,760,598.

    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 7,941 shares
    Change vs previous 13F +48 shares

    0.96% of the 13F portfolio, value $2,933,494.

    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 7,893 shares
    Change vs previous 13F -827 shares

    0.85% of the 13F portfolio, value $2,533,045.

    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 8,720 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,321,915.

    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).