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

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