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Disclosery

HBK Sorce Advisory LLC: IWF position timeline

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

HBK Sorce Advisory LLC held 152,031 IWF 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 152,031 shares
    Change vs previous 13F +12,329 shares

    0.37% of the 13F portfolio, value $18,835,082.

    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 139,702 shares
    Change vs previous 13F +105,228 shares

    0.35% of the 13F portfolio, value $17,258,779.

    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 34,474 shares
    Change vs previous 13F +258 shares

    0.36% of the 13F portfolio, value $15,748,894.

    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 34,216 shares
    Change vs previous 13F -351 shares

    0.4% of the 13F portfolio, value $15,980,129.

    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 34,567 shares
    Change vs previous 13F -1,651 shares

    0.4% of the 13F portfolio, value $14,676,587.

    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 36,218 shares
    Change vs previous 13F -776 shares

    0.38% of the 13F portfolio, value $13,078,119.

    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 36,994 shares
    Change vs previous 13F -826 shares

    0.45% of the 13F portfolio, value $14,855,919.

    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 37,820 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $14,197,022.

    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).