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Disclosery

HBK Sorce Advisory LLC: PEP position timeline

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

HBK Sorce Advisory LLC held 32,919 PEP 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 32,919 shares
    Change vs previous 13F -606 shares

    0.09% of the 13F portfolio, value $4,568,551.

    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 33,525 shares
    Change vs previous 13F +691 shares

    0.11% of the 13F portfolio, value $5,183,673.

    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 32,834 shares
    Change vs previous 13F -393 shares

    0.13% of the 13F portfolio, value $5,597,914.

    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 33,227 shares
    Change vs previous 13F +1,917 shares

    0.13% of the 13F portfolio, value $5,022,580.

    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 31,310 shares
    Change vs previous 13F -47 shares

    0.11% of the 13F portfolio, value $4,134,185.

    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 31,357 shares
    Change vs previous 13F +6,369 shares

    0.14% of the 13F portfolio, value $4,701,668.

    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 24,988 shares
    Change vs previous 13F +779 shares

    0.11% of the 13F portfolio, value $3,799,715.

    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 24,209 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,116,741.

    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).