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Disclosery

HBK Sorce Advisory LLC: PM position timeline

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

HBK Sorce Advisory LLC held 24,521 PM 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 24,521 shares
    Change vs previous 13F +308 shares

    0.09% of the 13F portfolio, value $4,632,794.

    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 24,213 shares
    Change vs previous 13F +61 shares

    0.08% of the 13F portfolio, value $4,140,171.

    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 24,152 shares
    Change vs previous 13F -692 shares

    0.1% of the 13F portfolio, value $4,415,217.

    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 24,844 shares
    Change vs previous 13F -1,854 shares

    0.1% of the 13F portfolio, value $3,918,635.

    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 26,698 shares
    Change vs previous 13F -1,732 shares

    0.13% of the 13F portfolio, value $4,862,497.

    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 28,430 shares
    Change vs previous 13F -610 shares

    0.13% of the 13F portfolio, value $4,512,685.

    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 29,040 shares
    Change vs previous 13F -749 shares

    0.11% of the 13F portfolio, value $3,494,949.

    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 29,789 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,616,395.

    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).