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Disclosery

HBK Sorce Advisory LLC: FTSM position timeline

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

HBK Sorce Advisory LLC held 431,875 FTSM 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 431,875 shares
    Change vs previous 13F +100,916 shares

    0.5% of the 13F portfolio, value $25,808,872.

    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 330,959 shares
    Change vs previous 13F -7,919 shares

    0.4% of the 13F portfolio, value $19,807,886.

    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 338,878 shares
    Change vs previous 13F +65,678 shares

    0.47% of the 13F portfolio, value $20,329,287.

    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 273,200 shares
    Change vs previous 13F -12,161 shares

    0.41% of the 13F portfolio, value $16,400,223.

    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 285,361 shares
    Change vs previous 13F +1,796 shares

    0.46% of the 13F portfolio, value $17,084,575.

    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 283,565 shares
    Change vs previous 13F +79 shares

    0.5% of the 13F portfolio, value $16,968,530.

    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 283,486 shares
    Change vs previous 13F -9,362 shares

    0.51% of the 13F portfolio, value $16,943,985.

    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 292,848 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $17,532,791.

    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).