Source Financial Advisors LLC: XLC position timeline

Source Financial Advisors LLC held 3,955 XLC 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 3,955 shares

   Change vs previous 13F -320 shares

   0.11% of the 13F portfolio, value $357,532.

   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).

2. period ended2024-06-30

   13F 4,275 shares

   Change vs previous 13F -148 shares

   0.11% of the 13F portfolio, value $366,197.

   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).

3. period ended2024-03-31

   13F 4,423 shares

   Change vs previous 13F -3,056 shares

   0.11% of the 13F portfolio, value $361,211.

   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).

4. period ended2023-12-31

   13F 7,479 shares

   Change vs previous 13F +2,865 shares

   0.17% of the 13F portfolio, value $543,450.

   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).

5. period ended2023-09-30

   13F 4,614 shares

   Change vs previous 13F -705 shares

   0.1% of the 13F portfolio, value $302,554.

   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).

6. period ended2023-06-30

   13F 5,319 shares

   Change vs previous 13F -254 shares

   0.11% of the 13F portfolio, value $346,169.

   13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 5,573 shares

   Change vs previous 13F -238 shares

   0.11% of the 13F portfolio, value $323,071.

   13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
   Filed 2023-04-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-12-31

   13F 5,811 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $278,869.

   13F-HR 0001830954-23-000003 filed by Source Financial Advisors LLC
   Filed 2023-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).