HBK Sorce Advisory LLC: CMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on CMI, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 3,939 CMI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,939 sharesChange vs previous 13F +10 shares
0.05% of the 13F portfolio, value $2,561,067.
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 3,929 sharesChange vs previous 13F -1,028 shares
0.05% of the 13F portfolio, value $2,670,062.
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 4,957 sharesChange vs previous 13F +1,255 shares
0.07% of the 13F portfolio, value $2,863,640.
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 3,702 sharesChange vs previous 13F +15 shares
0.04% of the 13F portfolio, value $1,567,479.
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 3,687 sharesChange vs previous 13F +167 shares
0.03% of the 13F portfolio, value $1,207,463.
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 3,520 sharesChange vs previous 13F -149 shares
0.03% of the 13F portfolio, value $1,103,266.
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 3,669 sharesChange vs previous 13F +715 shares
0.04% of the 13F portfolio, value $1,279,084.
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 2,954 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $956,347.
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).