Skip to content
Disclosery

HBK Sorce Advisory LLC: CRM position timeline

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

HBK Sorce Advisory LLC held 6,722 CRM 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 6,722 shares
    Change vs previous 13F -102 shares

    0.03% of the 13F portfolio, value $1,297,192.

    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 6,824 shares
    Change vs previous 13F +1,071 shares

    0.03% of the 13F portfolio, value $1,240,700.

    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 5,753 shares
    Change vs previous 13F +828 shares

    0.03% of the 13F portfolio, value $1,100,775.

    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 4,925 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $1,165,233.

    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 5,050 shares
    Change vs previous 13F -310 shares

    0.04% of the 13F portfolio, value $1,377,498.

    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 5,360 shares
    Change vs previous 13F +548 shares

    0.04% of the 13F portfolio, value $1,438,423.

    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 4,812 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $1,609,098.

    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 4,747 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,299,867.

    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).