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HBK Sorce Advisory LLC: BRK-B position timeline

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

HBK Sorce Advisory LLC held 30,276 BRK-B 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 30,276 shares
    Change vs previous 13F +4,872 shares

    0.31% of the 13F portfolio, value $15,708,956.

    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 25,404 shares
    Change vs previous 13F -1,902 shares

    0.25% of the 13F portfolio, value $12,090,619.

    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 27,306 shares
    Change vs previous 13F +1,003 shares

    0.32% of the 13F portfolio, value $13,873,734.

    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 26,303 shares
    Change vs previous 13F +331 shares

    0.33% of the 13F portfolio, value $13,056,378.

    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 25,972 shares
    Change vs previous 13F +85 shares

    0.34% of the 13F portfolio, value $12,616,255.

    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 25,887 shares
    Change vs previous 13F +137 shares

    0.4% of the 13F portfolio, value $13,786,796.

    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 25,750 shares
    Change vs previous 13F +241 shares

    0.35% of the 13F portfolio, value $11,671,873.

    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 25,509 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,740,678.

    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).