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Disclosery

HBK Sorce Advisory LLC: NWBI position timeline

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

HBK Sorce Advisory LLC held 29,754 NWBI 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 29,754 shares
    Change vs previous 13F -7,005 shares

    0.01% of the 13F portfolio, value $474,877.

    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 36,759 shares
    Change vs previous 13F +7,090 shares

    0.01% of the 13F portfolio, value $510,577.

    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 29,669 shares
    Change vs previous 13F -913 shares

    0.01% of the 13F portfolio, value $395,787.

    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 30,582 shares
    Change vs previous 13F +3,366 shares

    0.01% of the 13F portfolio, value $382,576.

    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 27,216 shares
    Change vs previous 13F +6,934 shares

    0.01% of the 13F portfolio, value $347,825.

    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 20,282 shares
    Change vs previous 13F +1,003 shares

    0.01% of the 13F portfolio, value $243,785.

    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 19,279 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $254,292.

    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 19,279 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,957.

    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).