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Disclosery

Source Financial Advisors LLC: TLH position timeline

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

Source Financial Advisors LLC held 3,598 TLH 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 3,598 shares
    Change vs previous 13F -1,689 shares

    0.12% of the 13F portfolio, value $393,365.

    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 5,287 shares
    Change vs previous 13F -170 shares

    0.17% of the 13F portfolio, value $542,956.

    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 5,457 shares
    Change vs previous 13F -4,319 shares

    0.17% of the 13F portfolio, value $573,108.

    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 9,776 shares
    Change vs previous 13F -3,946 shares

    0.33% of the 13F portfolio, value $1,058,363.

    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 13,722 shares
    Change vs previous 13F +625 shares

    0.46% of the 13F portfolio, value $1,351,213.

    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 13,097 shares
    Change vs previous 13F -574 shares

    0.48% of the 13F portfolio, value $1,450,767.

    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 13,671 shares
    Change vs previous 13F -565 shares

    0.52% of the 13F portfolio, value $1,565,882.

    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 14,236 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,540,044.

    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).