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Disclosery

HBK Sorce Advisory LLC: C position timeline

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

HBK Sorce Advisory LLC held 13,134 C 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 13,134 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $1,807,783.

    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 13,128 shares
    Change vs previous 13F +602 shares

    0.03% of the 13F portfolio, value $1,648,231.

    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 12,526 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $1,536,874.

    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 12,383 shares
    Change vs previous 13F -1,145 shares

    0.03% of the 13F portfolio, value $1,235,589.

    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 13,528 shares
    Change vs previous 13F -558 shares

    0.03% of the 13F portfolio, value $1,151,486.

    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 14,086 shares
    Change vs previous 13F +2,283 shares

    0.03% of the 13F portfolio, value $999,969.

    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 11,803 shares
    Change vs previous 13F +1,224 shares

    0.03% of the 13F portfolio, value $830,789.

    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 10,579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $662,222.

    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).