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Disclosery

HBK Sorce Advisory LLC: EFT position timeline

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

HBK Sorce Advisory LLC held 19,110 EFT 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 19,110 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $206,388.

    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 19,110 shares
    Change vs previous 13F +1,316 shares

    <0.01% of the 13F portfolio, value $210,210.

    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 17,794 shares
    Change vs previous 13F -11,264 shares

    <0.01% of the 13F portfolio, value $200,183.

    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 29,058 shares
    Change vs previous 13F -6,788 shares

    0.01% of the 13F portfolio, value $337,363.

    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 35,846 shares
    Change vs previous 13F +6,688 shares

    0.01% of the 13F portfolio, value $447,359.

    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 29,158 shares
    Change vs previous 13F -2,292 shares

    0.01% of the 13F portfolio, value $365,934.

    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 31,450 shares
    Change vs previous 13F +2,341 shares

    0.01% of the 13F portfolio, value $403,505.

    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 29,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $374,924.

    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).