In a recent 13F-HR filing, Source Financial Advisors LLC (0001830954) disclosed its holdings, providing valuable insight into the investment decisions made by the firm. This filing is significant as it offers transparency into the firm’s portfolio composition, including any new positions taken or existing positions sold during the reporting period. Investors and analysts often look to 13F-HR filings to gauge the sentiment and strategy of institutional investors like Source Financial Advisors LLC.
Source Financial Advisors LLC is a financial advisory firm that manages investment portfolios for its clients. The firm offers a range of financial services, including wealth management, retirement planning, and investment advisory services. With this recent 13F-HR filing, investors can better understand the firm’s investment approach and potentially gain insights for their own investment decisions. For more information about Source Financial Advisors LLC, visit their website here.
The 13F-HR filing submitted by Source Financial Advisors LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. This filing provides details on the firm’s equity holdings, including the names of the securities held, the number of shares, and the total market value of each position. By reviewing this filing, investors can track the investment activities of Source Financial Advisors LLC and potentially identify trends or opportunities in the market.
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Source Financial Advisors LLC (0001830954) Files 13F-HR Form with SEC
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