Position in SRCE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,479
+$2,499 QoQ
Shares Held
202
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 203 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONETARY MANAGEMENT GROUP INC holds $979,964 across 6 Banks - Regional names. SRCE ranks #6 (1.7% of the industry book) .
All Filings in SRCE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,479 | 202 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,980 | 202 | Shares | Sole | 2026-05-13 | |
| 2022-12-31 | $10,724 | 202 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $9,342 | 202 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,019 | 202 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,542 | 202 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,384 | 202 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||