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Disclosery

HBK Sorce Advisory LLC: IVW position timeline

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

HBK Sorce Advisory LLC held 22,441 IVW 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 22,441 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $3,169,508.

    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 22,440 shares
    Change vs previous 13F -700 shares

    0.06% of the 13F portfolio, value $3,046,964.

    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 23,140 shares
    Change vs previous 13F +369 shares

    0.06% of the 13F portfolio, value $2,805,070.

    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 22,771 shares
    Change vs previous 13F +507 shares

    0.07% of the 13F portfolio, value $2,741,618.

    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 22,264 shares
    Change vs previous 13F -1,806 shares

    0.07% of the 13F portfolio, value $2,451,238.

    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 24,070 shares
    Change vs previous 13F +1,684 shares

    0.07% of the 13F portfolio, value $2,234,387.

    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 22,386 shares
    Change vs previous 13F -686 shares

    0.07% of the 13F portfolio, value $2,272,808.

    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 23,072 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,209,173.

    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).