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Disclosery

HBK Sorce Advisory LLC: IBM position timeline

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

HBK Sorce Advisory LLC held 21,969 IBM 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 21,969 shares
    Change vs previous 13F +718 shares

    0.1% of the 13F portfolio, value $5,182,950.

    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 21,251 shares
    Change vs previous 13F +1,666 shares

    0.1% of the 13F portfolio, value $4,882,679.

    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 19,585 shares
    Change vs previous 13F +560 shares

    0.13% of the 13F portfolio, value $5,854,498.

    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 19,025 shares
    Change vs previous 13F +575 shares

    0.13% of the 13F portfolio, value $5,341,223.

    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 18,450 shares
    Change vs previous 13F +439 shares

    0.15% of the 13F portfolio, value $5,438,766.

    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 18,011 shares
    Change vs previous 13F +727 shares

    0.13% of the 13F portfolio, value $4,478,714.

    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 17,284 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $3,799,521.

    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 17,377 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,841,681.

    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).