Public ownership evidence

Source Capital (SOR) Ownership Disclosures

Read SOR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Source Capital: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
4,674
Value (USD)
$214,864
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SOR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SOR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Beacon Pointe Advisors, LLC2026-06-302026-08-194,674$214,864None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,685$307,309None
OSAIC HOLDINGS, INC.2026-06-302026-08-15140$6,436None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,290$381,218None
READYSTATE ASSET MANAGEMENT LP2026-06-302026-08-1512,280$564,512None
&PARTNERS2026-06-302026-08-1515,799$726,272None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,766$124,216None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1510,334$475,062None
ROYAL BANK OF CANADA2026-06-302026-08-15675$31,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,140$52,000None
Invesco Ltd.2026-06-302026-08-1533,952$1,560,773None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,210$607,252None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1544,807$2,059,784None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1525,621$1,177,776None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1541,883$1,925,362None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1514,038$645,337None
Rockefeller Capital Management L.P.2026-06-302026-08-14913$41,971None
UBS Group AG2026-06-302026-08-145,560$255,593None
Manchester Capital Management LLC2026-06-302026-08-141,520$69,889None
Baltimore-Washington Financial Advisors, Inc.2026-06-302026-08-1414,067$646,660None
Crossingbridge Advisors, LLC2026-06-302026-08-141,700$78,149None
MORGAN STANLEY2026-06-302026-08-1490,877$4,177,616None
EVOLVE PRIVATE WEALTH, LLC2026-06-302026-08-1310,666$490,316None
Cetera Investment Advisers2026-06-302026-08-136,304$289,808None
NewEdge Advisors, LLC2026-06-302026-08-135,120$235,345None
US BANCORP \DE\2026-06-302026-08-1324,800$1,140,056None
JPMORGAN CHASE & CO2026-06-302026-08-13717$32,659None
Keating Financial Advisory Services, Inc.2026-06-302026-08-1222,786$1,047,476None
WHI TRUST Co LLC2026-06-302026-08-12912$41,925None
Hara Capital LLC2026-06-302026-08-1299,565$4,577,003None
FIRST TRUST ADVISORS LP2026-06-302026-08-1275,554$3,473,217None
Colonial Trust Co / SC2026-06-302026-08-120$4None
Cassaday & Co Wealth Management LLC2026-06-302026-08-1120$920None
WOLVERINE ASSET MANAGEMENT LLC2026-06-302026-08-11965$44,361None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2026-06-302026-08-085,187$238,470None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2026-03-312026-08-085,117$237,022None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2025-12-312026-08-085,050$231,091None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2025-09-302026-08-084,983$224,345None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2025-06-302026-08-084,913$213,075None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2025-03-312026-08-084,842$200,987None
LPL Financial LLC2026-06-302026-08-0821,025$966,499None
PNC Financial Services Group, Inc.2026-06-302026-08-0850$2,299None
PNC Financial Services Group, Inc.2026-06-302026-08-08950$43,672None
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2026-06-302026-08-07700$32,179None
Russell Investments Group, Ltd.2026-06-302026-08-073$138None
Janney Montgomery Scott LLC2026-06-302026-08-067,388$340,000None
AE Wealth Management LLC2026-06-302026-08-0411,760$540,607None
PECAUT & CO.2026-06-302026-08-0413,601$625,241None
DKM Wealth Management, Inc.2026-06-302026-07-31313,096$14,393,004None
ASSETMARK, INC2026-06-302026-07-313,586$164,848None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗READYSTATE ASSET MANAGEMENT LP ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗Pinnacle Financial Partners, Inc. ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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