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Disclosery

HBK Sorce Advisory LLC: EXC position timeline

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

HBK Sorce Advisory LLC held 27,078 EXC 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 27,078 shares
    Change vs previous 13F +592 shares

    0.02% of the 13F portfolio, value $1,239,068.

    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 26,486 shares
    Change vs previous 13F -1,904 shares

    0.02% of the 13F portfolio, value $1,162,980.

    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 28,390 shares
    Change vs previous 13F +942 shares

    0.03% of the 13F portfolio, value $1,258,529.

    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 27,448 shares
    Change vs previous 13F +1,008 shares

    0.03% of the 13F portfolio, value $1,312,856.

    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 26,440 shares
    Change vs previous 13F +4,056 shares

    0.03% of the 13F portfolio, value $1,148,039.

    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 22,384 shares
    Change vs previous 13F -787 shares

    0.03% of the 13F portfolio, value $1,031,456.

    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 23,171 shares
    Change vs previous 13F +1,040 shares

    0.03% of the 13F portfolio, value $872,165.

    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 22,131 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $897,414.

    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).