Source Financial Advisors LLC

SEC CIK: 0001830954
Latest filing: Nov 1, 2024

SEC filings (opens in a new tab)

WRK holding history

WestRock Co 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.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of WRK by Source Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−9,705−100.0%	Sold out	Holders
Q2 2022	9,705	$386.0K	0.2%	−244−2.5%	Reduced	Holders
Q1 2022	9,949	$468.0K	0.1%	+150+1.5%	Added	Holders
Q4 2021	9,799	$435.0K	0.1%	+9,799	New	Holders