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Disclosery

Source Financial Advisors LLC: WFC position timeline

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

Source Financial Advisors LLC held 0 WFC shares at 2023-09-30 per its 13F-HR filed 2023-10-26.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -18,073 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 18,073 shares
    Change vs previous 13F -4,784 shares

    0.25% of the 13F portfolio, value $771,356.

    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).

  3. period ended2023-03-31
    13F 22,857 shares
    Change vs previous 13F +920 shares

    0.29% of the 13F portfolio, value $854,394.

    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).

  4. period ended2022-12-31
    13F 21,937 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $905,778.

    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).