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HBK Sorce Advisory LLC: DFCF position timeline

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

HBK Sorce Advisory LLC held 979,852 DFCF 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 979,852 shares
    Change vs previous 13F -13,767 shares

    0.8% of the 13F portfolio, value $40,957,826.

    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 993,619 shares
    Change vs previous 13F -12,089 shares

    0.86% of the 13F portfolio, value $42,159,258.

    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 1,005,708 shares
    Change vs previous 13F -35,535 shares

    0.99% of the 13F portfolio, value $43,004,083.

    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 1,041,243 shares
    Change vs previous 13F -27,330 shares

    1.13% of the 13F portfolio, value $44,887,999.

    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 1,068,573 shares
    Change vs previous 13F -38,660 shares

    1.22% of the 13F portfolio, value $45,157,886.

    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 1,107,233 shares
    Change vs previous 13F -66,472 shares

    1.37% of the 13F portfolio, value $46,570,204.

    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 1,173,705 shares
    Change vs previous 13F -152,202 shares

    1.46% of the 13F portfolio, value $48,438,806.

    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 1,325,907 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $57,265,926.

    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).