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Disclosery

HBK Sorce Advisory LLC: MTB position timeline

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

HBK Sorce Advisory LLC held 23,620 MTB 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 23,620 shares
    Change vs previous 13F -107 shares

    0.12% of the 13F portfolio, value $5,950,781.

    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 23,727 shares
    Change vs previous 13F -1,394 shares

    0.1% of the 13F portfolio, value $5,033,489.

    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 25,121 shares
    Change vs previous 13F +1,045 shares

    0.14% of the 13F portfolio, value $5,979,083.

    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 24,076 shares
    Change vs previous 13F -490 shares

    0.11% of the 13F portfolio, value $4,454,802.

    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 24,566 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $4,765,567.

    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 24,560 shares
    Change vs previous 13F +74 shares

    0.13% of the 13F portfolio, value $4,390,152.

    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 24,486 shares
    Change vs previous 13F -106 shares

    0.14% of the 13F portfolio, value $4,603,683.

    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 24,592 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,380,353.

    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).