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HBK Sorce Advisory LLC: ERIE position timeline

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

HBK Sorce Advisory LLC held 16,143 ERIE 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 16,143 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $4,048,448.

    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 16,071 shares
    Change vs previous 13F -76 shares

    0.07% of the 13F portfolio, value $3,469,765.

    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 16,147 shares
    Change vs previous 13F -61 shares

    0.11% of the 13F portfolio, value $4,645,685.

    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 16,208 shares
    Change vs previous 13F -158 shares

    0.13% of the 13F portfolio, value $5,160,563.

    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 16,366 shares
    Change vs previous 13F -145 shares

    0.15% of the 13F portfolio, value $5,675,456.

    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 16,511 shares
    Change vs previous 13F -3 shares

    0.2% of the 13F portfolio, value $6,918,858.

    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 16,514 shares
    Change vs previous 13F +304 shares

    0.21% of the 13F portfolio, value $6,807,618.

    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 16,210 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,750,285.

    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).