Skip to content
Disclosery

Source Financial Advisors LLC: XLP position timeline

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

Source Financial Advisors LLC held 0 XLP 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 -4,195 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 4,195 shares
    Change vs previous 13F -3,020 shares

    0.09% of the 13F portfolio, value $302,147.

    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 7,215 shares
    Change vs previous 13F -18,146 shares

    0.17% of the 13F portfolio, value $496,437.

    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 25,361 shares
    Change vs previous 13F -962 shares

    0.62% of the 13F portfolio, value $1,881,047.

    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 26,323 shares
    Change vs previous 13F -11,755 shares

    0.66% of the 13F portfolio, value $1,966,599.

    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 38,078 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,838,723.

    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).