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Disclosery

HBK Sorce Advisory LLC: IWN position timeline

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

HBK Sorce Advisory LLC held 8,367 IWN 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 8,367 shares
    Change vs previous 13F -1,242 shares

    0.04% of the 13F portfolio, value $1,883,273.

    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 9,609 shares
    Change vs previous 13F +1,169 shares

    0.04% of the 13F portfolio, value $2,033,492.

    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 8,440 shares
    Change vs previous 13F +567 shares

    0.04% of the 13F portfolio, value $1,690,582.

    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 7,873 shares
    Change vs previous 13F -206 shares

    0.04% of the 13F portfolio, value $1,423,830.

    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 8,079 shares
    Change vs previous 13F -1,278 shares

    0.03% of the 13F portfolio, value $1,274,475.

    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 9,357 shares
    Change vs previous 13F -1,400 shares

    0.04% of the 13F portfolio, value $1,412,778.

    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 10,757 shares
    Change vs previous 13F -330 shares

    0.05% of the 13F portfolio, value $1,766,038.

    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 11,087 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,849,605.

    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).