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Disclosery

HBK Sorce Advisory LLC: IWB position timeline

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

HBK Sorce Advisory LLC held 28,203 IWB 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 28,203 shares
    Change vs previous 13F -133 shares

    0.23% of the 13F portfolio, value $11,878,151.

    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 28,336 shares
    Change vs previous 13F +257 shares

    0.23% of the 13F portfolio, value $11,400,223.

    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 28,079 shares
    Change vs previous 13F -420 shares

    0.24% of the 13F portfolio, value $10,629,063.

    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 28,499 shares
    Change vs previous 13F -1,023 shares

    0.26% of the 13F portfolio, value $10,407,885.

    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 29,522 shares
    Change vs previous 13F -4 shares

    0.27% of the 13F portfolio, value $10,024,650.

    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 29,526 shares
    Change vs previous 13F -504 shares

    0.27% of the 13F portfolio, value $9,056,858.

    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 30,030 shares
    Change vs previous 13F -174 shares

    0.29% of the 13F portfolio, value $9,674,333.

    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 30,204 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,495,694.

    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).