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Source Financial Advisors LLC: VIOO position timeline

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

Source Financial Advisors LLC held 7,456 VIOO 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 7,456 shares
    Change vs previous 13F +126 shares

    0.24% of the 13F portfolio, value $806,639.

    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 7,330 shares
    Change vs previous 13F +1,091 shares

    0.22% of the 13F portfolio, value $719,923.

    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 6,239 shares
    Change vs previous 13F +151 shares

    0.19% of the 13F portfolio, value $633,304.

    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 6,088 shares
    Change vs previous 13F +381 shares

    0.19% of the 13F portfolio, value $603,913.

    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 5,707 shares
    Change vs previous 13F -1,808 shares

    0.17% of the 13F portfolio, value $498,762.

    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 7,515 shares
    Change vs previous 13F +42 shares

    0.23% of the 13F portfolio, value $690,589.

    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 7,473 shares
    Change vs previous 13F +3,403 shares

    0.22% of the 13F portfolio, value $663,562.

    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 4,070 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $705,318.

    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).