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Disclosery

Source Financial Advisors LLC: XLB position timeline

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

Source Financial Advisors LLC held 0 XLB shares at 2024-03-31 per its 13F-HR filed 2024-05-01.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,847 shares

    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).

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

  2. period ended2023-12-31
    13F 2,847 shares
    Change vs previous 13F -57 shares

    0.08% of the 13F portfolio, value $243,507.

    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).

  3. period ended2023-09-30
    13F 2,904 shares
    Change vs previous 13F -421 shares

    0.08% of the 13F portfolio, value $228,074.

    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).

  4. period ended2023-06-30
    13F 3,325 shares
    Change vs previous 13F -296 shares

    0.09% of the 13F portfolio, value $275,579.

    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).

  5. period ended2023-03-31
    13F 3,621 shares
    Change vs previous 13F -28 shares

    0.1% of the 13F portfolio, value $292,096.

    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).

  6. period ended2022-12-31
    13F 3,649 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $283,472.

    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).