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Disclosery

HBK Sorce Advisory LLC: F position timeline

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

HBK Sorce Advisory LLC held 36,871 F 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 36,871 shares
    Change vs previous 13F +3,058 shares

    0.01% of the 13F portfolio, value $520,992.

    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 33,813 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $416,577.

    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 36,313 shares
    Change vs previous 13F +541 shares

    0.01% of the 13F portfolio, value $501,114.

    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 35,772 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $420,674.

    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 35,608 shares
    Change vs previous 13F +1,187 shares

    0.01% of the 13F portfolio, value $386,344.

    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 34,421 shares
    Change vs previous 13F +1,933 shares

    0.01% of the 13F portfolio, value $345,238.

    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 32,488 shares
    Change vs previous 13F -6,995 shares

    0.01% of the 13F portfolio, value $321,636.

    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 39,483 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $416,938.

    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).