Skip to content
Disclosery

Source Financial Advisors LLC: XLV position timeline

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

Source Financial Advisors LLC held 3,955 XLV 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 -308 shares

    0.18% of the 13F portfolio, value $609,162.

    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 4,263 shares
    Change vs previous 13F -136 shares

    0.19% of the 13F portfolio, value $621,345.

    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 4,399 shares
    Change vs previous 13F -3,051 shares

    0.2% of the 13F portfolio, value $649,853.

    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 7,450 shares
    Change vs previous 13F -130 shares

    0.32% of the 13F portfolio, value $1,016,018.

    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 7,580 shares
    Change vs previous 13F -829 shares

    0.33% of the 13F portfolio, value $975,793.

    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 8,409 shares
    Change vs previous 13F -811 shares

    0.37% of the 13F portfolio, value $1,116,162.

    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 9,220 shares
    Change vs previous 13F -9 shares

    0.4% of the 13F portfolio, value $1,193,616.

    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 9,229 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,253,716.

    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).