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Source Financial Advisors LLC: VTI position timeline

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

Source Financial Advisors LLC held 56,109 VTI 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 56,109 shares
    Change vs previous 13F -302 shares

    4.69% of the 13F portfolio, value $15,887,816.

    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 56,411 shares
    Change vs previous 13F -3,481 shares

    4.64% of the 13F portfolio, value $15,090,477.

    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 59,892 shares
    Change vs previous 13F +10,549 shares

    4.72% of the 13F portfolio, value $15,565,902.

    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 49,343 shares
    Change vs previous 13F +2,088 shares

    3.63% of the 13F portfolio, value $11,705,174.

    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 47,255 shares
    Change vs previous 13F -8,807 shares

    3.39% of the 13F portfolio, value $10,037,433.

    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 56,062 shares
    Change vs previous 13F +2,287 shares

    4.05% of the 13F portfolio, value $12,349,292.

    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 53,775 shares
    Change vs previous 13F -11,809 shares

    3.68% of the 13F portfolio, value $10,975,481.

    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 65,584 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $12,539,100.

    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).