Source Financial Advisors LLC AMPL AMPLITUDE INC

Ownership history in Source Financial Advisors LLC  ·  12 quarters on record

AI Ownership Summary

Source Financial Advisors LLC reported AMPLITUDE INC (AMPL) in 12 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.49% in 2023 Q4. The latest visible filing shows AMPL at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Source Financial Advisors LLC's position in AMPLITUDE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

AMPL was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Source Financial Advisors LLC held AMPL — position size vs. price
% of Fund (quarterly)    AMPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 134,808 0% 0.36% $1.2M 2024-11-14 (Est.) $10.07
2024 Q2 UNCHANGED 134,808 0% 0.37% $1.2M 2024-07-17 $8.20
2024 Q1 ADDED 134,808 +11,643 +9.5% 0.45% $1.5M 2024-05-01 $9.80
2023 Q4 ADDED 123,165 +11,643 +10.4% 0.49% $1.6M 2024-01-11 $12.50
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Source Financial Advisors LLC and AMPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Source Financial Advisors LLC reported owning AMPL?

Source Financial Advisors LLC reported AMPL across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported AMPL position in Source Financial Advisors LLC's portfolio?

The largest reported portfolio weight for AMPL was 0.49% in 2023 Q4.

What is the latest reported AMPL position on this page?

The most recent filing on this page is 2024 Q3, when Source Financial Advisors LLC reported 134,808 shares, equal to 0.36% of portfolio, with an estimated market value of $1.2M.

What does the chart on this AMPL ownership page compare?

The chart compares Source Financial Advisors LLC's quarterly AMPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Source Financial Advisors LLC time their AMPL position?

Based on 13F filing dates vs. subsequent AMPL price moves, Source Financial Advisors LLC correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on AMPL relative to SPY over the holding period was -47.7%.

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