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Disclosery

Source Financial Advisors LLC: SPAB position timeline

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

Source Financial Advisors LLC held 56,462 SPAB 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 56,462 shares
    Change vs previous 13F -5,092 shares

    0.44% of the 13F portfolio, value $1,475,917.

    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 61,554 shares
    Change vs previous 13F -2,172 shares

    0.47% of the 13F portfolio, value $1,544,390.

    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 63,726 shares
    Change vs previous 13F -38,955 shares

    0.49% of the 13F portfolio, value $1,610,998.

    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 102,681 shares
    Change vs previous 13F -2,131 shares

    0.82% of the 13F portfolio, value $2,632,737.

    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 104,812 shares
    Change vs previous 13F -14,569 shares

    0.86% of the 13F portfolio, value $2,551,136.

    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 119,381 shares
    Change vs previous 13F +30,924 shares

    0.99% of the 13F portfolio, value $3,028,692.

    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 88,457 shares
    Change vs previous 13F -1,655 shares

    0.76% of the 13F portfolio, value $2,281,300.

    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 90,112 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,264,513.

    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).