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Disclosery

HBK Sorce Advisory LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on AGG, newest first. How the timeline and the estimate are built.

HBK Sorce Advisory LLC held 17,046 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,046 shares
    Change vs previous 13F -685 shares

    0.03% of the 13F portfolio, value $1,665,612.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,731 shares
    Change vs previous 13F -66 shares

    0.04% of the 13F portfolio, value $1,758,548.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,797 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $1,782,044.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 17,810 shares
    Change vs previous 13F -682 shares

    0.04% of the 13F portfolio, value $1,794,209.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,492 shares
    Change vs previous 13F -12,035 shares

    0.05% of the 13F portfolio, value $1,834,413.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,527 shares
    Change vs previous 13F +2,994 shares

    0.09% of the 13F portfolio, value $3,019,734.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,533 shares
    Change vs previous 13F -1,749 shares

    0.08% of the 13F portfolio, value $2,667,933.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,282 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,965,354.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).