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HBK Sorce Advisory LLC: RC position timeline

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

HBK Sorce Advisory LLC held 19,697 RC 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 19,697 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $30,333.

    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 19,488 shares
    Change vs previous 13F +1,744 shares

    <0.01% of the 13F portfolio, value $36,832.

    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 17,744 shares
    Change vs previous 13F +819 shares

    <0.01% of the 13F portfolio, value $36,552.

    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 16,925 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $57,206.

    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 16,551 shares
    Change vs previous 13F +573 shares

    <0.01% of the 13F portfolio, value $72,327.

    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 15,978 shares
    Change vs previous 13F -49,451 shares

    <0.01% of the 13F portfolio, value $81,328.

    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 65,429 shares
    Change vs previous 13F -4,318 shares

    0.01% of the 13F portfolio, value $446,223.

    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 69,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $532,172.

    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).