HBK Sorce Advisory LLC: PEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on PEG, newest first. How the timeline and the estimate are built.
HBK Sorce Advisory LLC held 9,867 PEG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 9,867 sharesChange vs previous 13F +347 shares
0.01% of the 13F portfolio, value $745,373.
13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,520 sharesChange vs previous 13F -1,458 shares
0.01% of the 13F portfolio, value $734,309.
13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,978 sharesChange vs previous 13F +994 shares
0.02% of the 13F portfolio, value $885,339.
13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 9,984 sharesChange vs previous 13F +374 shares
0.02% of the 13F portfolio, value $845,921.
13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,610 sharesChange vs previous 13F -127 shares
0.02% of the 13F portfolio, value $808,929.
13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,737 sharesChange vs previous 13F +8 shares
0.02% of the 13F portfolio, value $801,323.
13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,729 sharesChange vs previous 13F +261 shares
0.02% of the 13F portfolio, value $821,989.
13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,468 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $844,651.
13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).