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HBK Sorce Advisory LLC: MO position timeline

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

HBK Sorce Advisory LLC held 29,509 MO 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 29,509 shares
    Change vs previous 13F +1,539 shares

    0.04% of the 13F portfolio, value $2,019,607.

    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 27,970 shares
    Change vs previous 13F +1,770 shares

    0.04% of the 13F portfolio, value $1,905,290.

    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 26,200 shares
    Change vs previous 13F -1,189 shares

    0.04% of the 13F portfolio, value $1,713,447.

    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 27,389 shares
    Change vs previous 13F +1,387 shares

    0.04% of the 13F portfolio, value $1,776,709.

    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 26,002 shares
    Change vs previous 13F -637 shares

    0.04% of the 13F portfolio, value $1,524,623.

    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 26,639 shares
    Change vs previous 13F +1,620 shares

    0.05% of the 13F portfolio, value $1,599,007.

    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 25,019 shares
    Change vs previous 13F -544 shares

    0.04% of the 13F portfolio, value $1,308,414.

    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 25,563 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,304,906.

    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).