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Disclosery

Source Financial Advisors LLC: VCSH position timeline

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

Source Financial Advisors LLC held 8,445 VCSH 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 8,445 shares
    Change vs previous 13F -5,793 shares

    0.2% of the 13F portfolio, value $670,702.

    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 14,238 shares
    Change vs previous 13F -585 shares

    0.34% of the 13F portfolio, value $1,100,241.

    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 14,823 shares
    Change vs previous 13F -6,904 shares

    0.35% of the 13F portfolio, value $1,145,986.

    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 21,727 shares
    Change vs previous 13F -677 shares

    0.52% of the 13F portfolio, value $1,680,997.

    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 22,404 shares
    Change vs previous 13F -2,877 shares

    0.57% of the 13F portfolio, value $1,683,647.

    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 25,281 shares
    Change vs previous 13F -2,401 shares

    0.63% of the 13F portfolio, value $1,912,724.

    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 27,682 shares
    Change vs previous 13F -281 shares

    0.71% of the 13F portfolio, value $2,110,222.

    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 27,963 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,102,508.

    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).