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HBK Sorce Advisory LLC: DFVX position timeline

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

HBK Sorce Advisory LLC held 4,498,358 DFVX 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 4,498,358 shares
    Change vs previous 13F +73,351 shares

    7.51% of the 13F portfolio, value $384,924,498.

    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 4,425,007 shares
    Change vs previous 13F +120,808 shares

    7.29% of the 13F portfolio, value $357,363,529.

    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 4,304,199 shares
    Change vs previous 13F +139,123 shares

    7.73% of the 13F portfolio, value $336,717,488.

    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 4,165,076 shares
    Change vs previous 13F +185,423 shares

    7.56% of the 13F portfolio, value $301,710,157.

    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 3,979,653 shares
    Change vs previous 13F +117,748 shares

    7.43% of the 13F portfolio, value $274,277,707.

    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 3,861,905 shares
    Change vs previous 13F +407,006 shares

    7.27% of the 13F portfolio, value $247,663,967.

    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 3,454,899 shares
    Change vs previous 13F +677,256 shares

    6.81% of the 13F portfolio, value $225,569,996.

    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 2,777,643 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $182,003,701.

    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).