Source Financial Advisors LLC: SPY position timeline

Source Financial Advisors LLC held 72,312 SPY 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 72,312 shares

   Change vs previous 13F -368 shares

   12.26% of the 13F portfolio, value $41,489,570.

   13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 72,680 shares

   Change vs previous 13F -4,508 shares

   12.16% of the 13F portfolio, value $39,553,859.

   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).

3. period ended2024-03-31

   13F 77,188 shares

   Change vs previous 13F +12,266 shares

   12.26% of the 13F portfolio, value $40,374,720.

   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).

4. period ended2023-12-31

   13F 64,922 shares

   Change vs previous 13F +1,360 shares

   9.58% of the 13F portfolio, value $30,858,313.

   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).

5. period ended2023-09-30

   13F 63,562 shares

   Change vs previous 13F +5,961 shares

   9.17% of the 13F portfolio, value $27,171,485.

   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).

6. period ended2023-06-30

   13F 57,601 shares

   Change vs previous 13F +2,223 shares

   8.38% of the 13F portfolio, value $25,533,309.

   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).

7. period ended2023-03-31

   13F 55,378 shares

   Change vs previous 13F +11,385 shares

   7.6% of the 13F portfolio, value $22,671,298.

   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).

8. period ended2022-12-31

   13F 43,993 shares

   Change vs previous 13F not available

   6.32% of the 13F portfolio, value $16,824,205.

   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).