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Disclosery

Source Financial Advisors LLC: SRLN position timeline

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

Source Financial Advisors LLC held 0 SRLN shares at 2023-09-30 per its 13F-HR filed 2023-10-26.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -6,999 shares

    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).

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

  2. period ended2023-06-30
    13F 6,999 shares
    Change vs previous 13F -34,189 shares

    0.1% of the 13F portfolio, value $293,048.

    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).

  3. period ended2023-03-31
    13F 41,188 shares
    Change vs previous 13F -265 shares

    0.57% of the 13F portfolio, value $1,707,665.

    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).

  4. period ended2022-12-31
    13F 41,453 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,695,446.

    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).