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Disclosery

Source Financial Advisors LLC: XLE position timeline

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

Source Financial Advisors LLC held 18,586 XLE 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 18,586 shares
    Change vs previous 13F -175 shares

    0.48% of the 13F portfolio, value $1,631,841.

    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 18,761 shares
    Change vs previous 13F -15,153 shares

    0.53% of the 13F portfolio, value $1,710,063.

    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 33,914 shares
    Change vs previous 13F -405 shares

    0.97% of the 13F portfolio, value $3,201,775.

    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 34,319 shares
    Change vs previous 13F +677 shares

    0.89% of the 13F portfolio, value $2,877,289.

    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 33,642 shares
    Change vs previous 13F +8,939 shares

    1.03% of the 13F portfolio, value $3,040,923.

    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 24,703 shares
    Change vs previous 13F -1,110 shares

    0.66% of the 13F portfolio, value $2,005,132.

    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 25,813 shares
    Change vs previous 13F -13,010 shares

    0.72% of the 13F portfolio, value $2,138,067.

    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 38,823 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,395,818.

    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).