Source Financial Advisors LLC: VOO position timeline

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

Source Financial Advisors LLC held 1,167 VOO shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

period ended2024-09-30
13F 1,167 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $615,791.
13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 1,167 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $583,652.
13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,167 shares
Change vs previous 13F 0 shares
0.17% of the 13F portfolio, value $560,977.
13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,167 shares
Change vs previous 13F -2,944 shares
0.16% of the 13F portfolio, value $509,746.
13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 4,111 shares
Change vs previous 13F not available
0.54% of the 13F portfolio, value $1,614,390.
13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
Filed 2023-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).