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Disclosery

Source Financial Advisors LLC: SPYM position timeline

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

Source Financial Advisors LLC held 9,023 SPYM 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 9,023 shares
    Change vs previous 13F -600 shares

    0.18% of the 13F portfolio, value $609,143.

    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 9,623 shares
    Change vs previous 13F -338 shares

    0.19% of the 13F portfolio, value $615,872.

    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 9,961 shares
    Change vs previous 13F -6,577 shares

    0.19% of the 13F portfolio, value $612,900.

    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 16,538 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $924,501.

    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).