HBK Sorce Advisory LLC: DWX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on DWX, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 22,369 DWX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 22,369 sharesChange vs previous 13F +4,280 shares
0.02% of the 13F portfolio, value $1,065,995.
13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,089 sharesChange vs previous 13F -33 shares
0.02% of the 13F portfolio, value $845,402.
13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,122 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $849,021.
13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 18,122 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $771,552.
13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,122 sharesChange vs previous 13F -1,982 shares
0.02% of the 13F portfolio, value $763,849.
13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,104 sharesChange vs previous 13F +194 shares
0.02% of the 13F portfolio, value $771,185.
13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,910 sharesChange vs previous 13F -130 shares
0.02% of the 13F portfolio, value $696,052.
13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,040 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $769,453.
13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).