HBK Sorce Advisory LLC: AVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on AVY, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 10,109 AVY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 10,109 sharesChange vs previous 13F -406 shares
0.03% of the 13F portfolio, value $1,774,976.
13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,515 sharesChange vs previous 13F -1,265 shares
0.04% of the 13F portfolio, value $1,719,372.
13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,780 sharesChange vs previous 13F +875 shares
0.05% of the 13F portfolio, value $2,256,063.
13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 10,905 sharesChange vs previous 13F +276 shares
0.04% of the 13F portfolio, value $1,740,283.
13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,629 sharesChange vs previous 13F -461 shares
0.05% of the 13F portfolio, value $1,865,140.
13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,090 sharesChange vs previous 13F -772 shares
0.06% of the 13F portfolio, value $1,973,679.
13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,862 sharesChange vs previous 13F +58 shares
0.07% of the 13F portfolio, value $2,219,651.
13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,804 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $2,605,888.
13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).