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Source Financial Advisors LLC: VEA position timeline

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

Source Financial Advisors LLC held 6,052 VEA 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 6,052 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $319,598.

    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 6,044 shares
    Change vs previous 13F -6,603 shares

    0.09% of the 13F portfolio, value $298,714.

    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 12,647 shares
    Change vs previous 13F -394 shares

    0.19% of the 13F portfolio, value $634,481.

    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 13,041 shares
    Change vs previous 13F -68 shares

    0.19% of the 13F portfolio, value $624,672.

    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 13,109 shares
    Change vs previous 13F -665 shares

    0.19% of the 13F portfolio, value $573,147.

    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 13,774 shares
    Change vs previous 13F -2,393 shares

    0.21% of the 13F portfolio, value $636,072.

    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 16,167 shares
    Change vs previous 13F -351 shares

    0.24% of the 13F portfolio, value $730,271.

    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 16,518 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $693,279.

    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).