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Disclosery

HBK Sorce Advisory LLC: ORI position timeline

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

HBK Sorce Advisory LLC held 36,544 ORI 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 36,544 shares
    Change vs previous 13F -41 shares

    0.03% of the 13F portfolio, value $1,590,395.

    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 36,585 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $1,436,327.

    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 36,558 shares
    Change vs previous 13F +3,399 shares

    0.04% of the 13F portfolio, value $1,527,028.

    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 33,159 shares
    Change vs previous 13F +135 shares

    0.04% of the 13F portfolio, value $1,419,205.

    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 33,024 shares
    Change vs previous 13F +17 shares

    0.03% of the 13F portfolio, value $1,269,443.

    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 33,007 shares
    Change vs previous 13F -27 shares

    0.04% of the 13F portfolio, value $1,294,535.

    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 33,034 shares
    Change vs previous 13F +60 shares

    0.04% of the 13F portfolio, value $1,195,501.

    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 32,974 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,167,940.

    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).