Source Financial Advisors LLC: SHYG position timeline

Source Financial Advisors LLC held 0 SHYG shares at 2024-03-31 per its 13F-HR filed 2024-05-01.

the latest 13F is the newest step

1. period ended2024-03-31

   13F 0 shares

   Change vs previous 13F -29,362 shares

   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).

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

2. period ended2023-12-31

   13F 29,362 shares

   Change vs previous 13F -475 shares

   0.38% of the 13F portfolio, value $1,239,662.

   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).

3. period ended2023-09-30

   13F 29,837 shares

   Change vs previous 13F -79,356 shares

   0.41% of the 13F portfolio, value $1,224,197.

   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).

4. period ended2023-06-30

   13F 109,193 shares

   Change vs previous 13F -1,108 shares

   1.49% of the 13F portfolio, value $4,526,037.

   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).

5. period ended2023-03-31

   13F 110,301 shares

   Change vs previous 13F +39,960 shares

   1.54% of the 13F portfolio, value $4,597,331.

   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).

6. period ended2022-12-31

   13F 70,341 shares

   Change vs previous 13F not available

   1.08% of the 13F portfolio, value $2,876,238.

   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).