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Disclosery

HBK Sorce Advisory LLC: CVY position timeline

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

HBK Sorce Advisory LLC held 86,894 CVY 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 86,894 shares
    Change vs previous 13F -2,940 shares

    0.05% of the 13F portfolio, value $2,647,215.

    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 89,834 shares
    Change vs previous 13F -11,809 shares

    0.05% of the 13F portfolio, value $2,575,242.

    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 101,643 shares
    Change vs previous 13F +1,398 shares

    0.07% of the 13F portfolio, value $2,920,495.

    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 100,245 shares
    Change vs previous 13F -2,464 shares

    0.07% of the 13F portfolio, value $2,629,513.

    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 102,709 shares
    Change vs previous 13F -4,694 shares

    0.07% of the 13F portfolio, value $2,647,537.

    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 107,403 shares
    Change vs previous 13F -2,764 shares

    0.08% of the 13F portfolio, value $2,726,971.

    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 110,167 shares
    Change vs previous 13F +622 shares

    0.08% of the 13F portfolio, value $2,771,800.

    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 109,545 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,861,400.

    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).