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Disclosery

HBK Sorce Advisory LLC: SCHB position timeline

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

HBK Sorce Advisory LLC held 3,151,706 SCHB 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 3,151,706 shares
    Change vs previous 13F +21,248 shares

    1.83% of the 13F portfolio, value $93,731,738.

    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 3,130,458 shares
    Change vs previous 13F +24,324 shares

    1.82% of the 13F portfolio, value $88,967,623.

    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 3,106,134 shares
    Change vs previous 13F -40,971 shares

    1.9% of the 13F portfolio, value $82,840,589.

    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 3,147,105 shares
    Change vs previous 13F +621 shares

    2.03% of the 13F portfolio, value $80,880,611.

    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 3,146,484 shares
    Change vs previous 13F +51,960 shares

    2.03% of the 13F portfolio, value $74,980,722.

    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 3,094,524 shares
    Change vs previous 13F +30,074 shares

    1.96% of the 13F portfolio, value $66,625,102.

    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 3,064,450 shares
    Change vs previous 13F +2,040,402 shares

    2.1% of the 13F portfolio, value $69,563,020.

    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 1,024,048 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $68,119,642.

    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).