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Disclosery

HBK Sorce Advisory LLC: SCHA position timeline

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

HBK Sorce Advisory LLC held 111,334 SCHA 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 111,334 shares
    Change vs previous 13F +465 shares

    0.08% of the 13F portfolio, value $3,862,192.

    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 110,869 shares
    Change vs previous 13F +4,034 shares

    0.08% of the 13F portfolio, value $3,709,688.

    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 106,835 shares
    Change vs previous 13F +486 shares

    0.08% of the 13F portfolio, value $3,300,135.

    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 106,349 shares
    Change vs previous 13F +6,473 shares

    0.08% of the 13F portfolio, value $3,018,185.

    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 99,876 shares
    Change vs previous 13F -1,839 shares

    0.07% of the 13F portfolio, value $2,526,859.

    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 101,715 shares
    Change vs previous 13F +1,807 shares

    0.07% of the 13F portfolio, value $2,383,185.

    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 99,908 shares
    Change vs previous 13F +49,349 shares

    0.08% of the 13F portfolio, value $2,583,631.

    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 50,559 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,603,788.

    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).