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Disclosery

HBK Sorce Advisory LLC: GEV position timeline

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

HBK Sorce Advisory LLC held 5,085 GEV 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 5,085 shares
    Change vs previous 13F +371 shares

    0.1% of the 13F portfolio, value $5,175,957.

    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 4,714 shares
    Change vs previous 13F +104 shares

    0.1% of the 13F portfolio, value $4,903,214.

    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 4,610 shares
    Change vs previous 13F -257 shares

    0.08% of the 13F portfolio, value $3,592,699.

    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 4,867 shares
    Change vs previous 13F +281 shares

    0.08% of the 13F portfolio, value $2,997,946.

    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 4,586 shares
    Change vs previous 13F +256 shares

    0.07% of the 13F portfolio, value $2,426,740.

    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 4,330 shares
    Change vs previous 13F +546 shares

    0.04% of the 13F portfolio, value $1,321,863.

    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 3,784 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $1,244,627.

    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 3,713 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $946,707.

    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).