Filer Snapshot

Source Financial Advisors LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001830954.

Entity Type

Company

Total Filings

17

Latest Filing

01 Nov 2024

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 01 Nov 2024 for CIK 0001830954.

View Source Filing
Business address
545 Fifth Avenue, Suite 1108, New York, NY, 10017
Top securities (13F)
UBER, SPY, MKTX, IVV, GOVT, VTI, IXUS, MEAR, BNDX, CFLT, ITOT, JAAA, ESTC, GSLC, VTEB, AAPL, META, IGSB, MSFT, and JPM
State of incorporation
NY
Fiscal year end
31 December

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Quick Takeaways

  • Source Financial Advisors LLC is an SEC filer tracked under CIK 0001830954.
  • 17 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX.

What Changed

  • Latest filing: 13F-HR filed on 01 Nov 2024.
  • Report period: 30 Sep 2024.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 01 Nov 2024 for CIK 0001830954.

View Source Filing

Filer Overview

Source Financial Advisors LLC has filed 17 SEC EDGAR filings since 16 Feb 2021. Common forms include 13F-HR, N-PX.

Latest 13F filings

Latest Filings

Recent SEC filings for Source Financial Advisors LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2024 30 Sep 2024 028-20977
N-PX Open N-PX document View SEC filing for N-PX 16 Aug 2024 30 Jun 2024 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2024 30 Jun 2024 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2024 31 Mar 2024 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jan 2024 31 Dec 2023 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2023 30 Sep 2023 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2023 30 Jun 2023 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2023 31 Mar 2023 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2023 31 Dec 2022 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2022 30 Jun 2022 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2022 31 Mar 2022 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2021 30 Sep 2021 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-20977
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-20977

About this filer

Source Financial Advisors LLC files with the SEC under CIK 0001830954. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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