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Disclosery

HBK Sorce Advisory LLC: IWD position timeline

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

HBK Sorce Advisory LLC held 41,441 IWD 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 41,441 shares
    Change vs previous 13F +183 shares

    0.21% of the 13F portfolio, value $10,614,205.

    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 41,258 shares
    Change vs previous 13F +2,847 shares

    0.2% of the 13F portfolio, value $9,650,328.

    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 38,411 shares
    Change vs previous 13F -457 shares

    0.2% of the 13F portfolio, value $8,625,942.

    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 38,868 shares
    Change vs previous 13F -834 shares

    0.2% of the 13F portfolio, value $7,923,954.

    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 39,702 shares
    Change vs previous 13F +1,167 shares

    0.21% of the 13F portfolio, value $7,711,409.

    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 38,535 shares
    Change vs previous 13F +676 shares

    0.21% of the 13F portfolio, value $7,250,819.

    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 37,859 shares
    Change vs previous 13F -1,767 shares

    0.21% of the 13F portfolio, value $7,008,801.

    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 39,626 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,520,996.

    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).