Source Financial Advisors LLC SEC EDGAR Filings (CIK 0001830954)

SEC EDGAR filings, ownership reports, and insider transactions for Source Financial Advisors LLC.

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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Source Financial Advisors LLC has filed 17 SEC EDGAR filings since 16 Feb 2021

Latest Filings

Recent SEC filings for Source Financial Advisors LLC including 13F-HR, N-PX.

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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