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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

  1. period ended2026-06-30
    13F 10,109 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 10,515 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 11,780 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F/A 10,905 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 10,629 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 11,090 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 11,862 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 11,804 shares
    Change 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), ingested

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