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Source Financial Advisors LLC: XLK position timeline

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

Source Financial Advisors LLC held 4,515 XLK 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 4,515 shares
    Change vs previous 13F -237 shares

    0.3% of the 13F portfolio, value $1,019,306.

    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 4,752 shares
    Change vs previous 13F -170 shares

    0.33% of the 13F portfolio, value $1,075,045.

    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 4,922 shares
    Change vs previous 13F -2,994 shares

    0.31% of the 13F portfolio, value $1,025,046.

    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 7,916 shares
    Change vs previous 13F +21 shares

    0.47% of the 13F portfolio, value $1,523,616.

    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 7,895 shares
    Change vs previous 13F -1,291 shares

    0.44% of the 13F portfolio, value $1,294,159.

    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 9,186 shares
    Change vs previous 13F -588 shares

    0.52% of the 13F portfolio, value $1,597,157.

    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 9,774 shares
    Change vs previous 13F -268 shares

    0.49% of the 13F portfolio, value $1,476,021.

    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 10,042 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,249,652.

    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).