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Disclosery

HBK Sorce Advisory LLC: DFEM position timeline

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

HBK Sorce Advisory LLC held 3,354,929 DFEM 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 3,354,929 shares
    Change vs previous 13F +105,412 shares

    2.56% of the 13F portfolio, value $131,211,254.

    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 3,249,517 shares
    Change vs previous 13F +131,004 shares

    2.71% of the 13F portfolio, value $132,710,292.

    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 3,118,513 shares
    Change vs previous 13F +3,036,269 shares

    2.59% of the 13F portfolio, value $112,890,181.

    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 82,244 shares
    Change vs previous 13F +44,761 shares

    0.07% of the 13F portfolio, value $2,663,883.

    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 37,483 shares
    Change vs previous 13F -460 shares

    0.03% of the 13F portfolio, value $1,112,496.

    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 37,943 shares
    Change vs previous 13F +2,863 shares

    0.03% of the 13F portfolio, value $1,003,972.

    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 35,080 shares
    Change vs previous 13F +2,030 shares

    0.03% of the 13F portfolio, value $918,746.

    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 33,050 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $930,358.

    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).