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Disclosery

HBK Sorce Advisory LLC: IWR position timeline

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

HBK Sorce Advisory LLC held 20,106 IWR 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 20,106 shares
    Change vs previous 13F +3,315 shares

    0.04% of the 13F portfolio, value $2,258,113.

    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 16,791 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $1,766,428.

    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 16,763 shares
    Change vs previous 13F +264 shares

    0.04% of the 13F portfolio, value $1,706,102.

    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 16,499 shares
    Change vs previous 13F -861 shares

    0.04% of the 13F portfolio, value $1,587,703.

    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 17,360 shares
    Change vs previous 13F -64 shares

    0.04% of the 13F portfolio, value $1,596,613.

    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 17,424 shares
    Change vs previous 13F -1,770 shares

    0.04% of the 13F portfolio, value $1,482,222.

    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 19,194 shares
    Change vs previous 13F -770 shares

    0.05% of the 13F portfolio, value $1,696,737.

    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 19,964 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,759,608.

    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).