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Disclosery

HBK Sorce Advisory LLC: IVE position timeline

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

HBK Sorce Advisory LLC held 8,045 IVE 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 8,045 shares
    Change vs previous 13F -880 shares

    0.04% of the 13F portfolio, value $1,892,059.

    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 8,925 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $2,001,463.

    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 8,597 shares
    Change vs previous 13F +515 shares

    0.04% of the 13F portfolio, value $1,909,145.

    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 8,082 shares
    Change vs previous 13F -291 shares

    0.04% of the 13F portfolio, value $1,668,886.

    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 8,373 shares
    Change vs previous 13F -153 shares

    0.04% of the 13F portfolio, value $1,636,311.

    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 8,526 shares
    Change vs previous 13F +885 shares

    0.05% of the 13F portfolio, value $1,624,800.

    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 7,641 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $1,458,486.

    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 7,654 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,509,114.

    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).