Position in SRCE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$146,109
-$51,347 QoQ
Shares Held
1,791
-37.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#153
of 203 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Financial Life Planners holds $247,479 across 4 Banks - Regional names. SRCE ranks #1 (59.0% of the industry book) .
All Filings in SRCE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,109 | 1,791 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $197,456 | 2,853 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $173,476 | 2,818 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $166,511 | 2,784 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $47,929 | 821 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||