HBK Sorce Advisory LLC: ITUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on ITUB, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 30,560 ITUB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 30,560 sharesChange vs previous 13F -275 shares
<0.01% of the 13F portfolio, value $250,898.
13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,835 sharesChange vs previous 13F -1,220 shares
0.01% of the 13F portfolio, value $258,089.
13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,055 sharesChange vs previous 13F +913 shares
0.01% of the 13F portfolio, value $288,174.
13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 31,142 sharesChange vs previous 13F -506 shares
0.01% of the 13F portfolio, value $213,946.
13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,648 sharesChange vs previous 13F -2,433 shares
0.01% of the 13F portfolio, value $214,890.
13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,081 sharesChange vs previous 13F +4,510 shares
0.01% of the 13F portfolio, value $187,446.
13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,571 sharesChange vs previous 13F -7,719 shares
<0.01% of the 13F portfolio, value $146,673.
13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,290 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $247,979.
13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).