Source Financial Advisors LLC

SEC CIK: 0001830954
Latest filing: Nov 1, 2024

SEC filings (opens in a new tab)

COIN holding history

Coinbase Global, Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COIN overview All 13F holders of COIN Full Q3 2024 holdings

Shares (Q3 2024): 1,600
Value: $285.1K
% of portfolio: 0.1%
Quarters held: 4; Since Q4 2023

Holdings of COIN by Source Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	1,600	$285.1K	0.1%	−5−0.3%	Reduced	Holders
Q2 2024	1,605	$356.7K	0.1%	+5+0.3%	Added	Holders
Q1 2024	1,600	$424.2K	0.1%	00.0%	Unchanged	Holders
Q4 2023	1,600	$278.3K	0.1%	+1,600	New	Holders