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Disclosery

HBK Sorce Advisory LLC: SCHC position timeline

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

HBK Sorce Advisory LLC held 77,863 SCHC 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 77,863 shares
    Change vs previous 13F -3,119 shares

    0.08% of the 13F portfolio, value $3,900,148.

    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 80,982 shares
    Change vs previous 13F -314 shares

    0.08% of the 13F portfolio, value $4,154,368.

    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 81,296 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $4,002,186.

    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 81,396 shares
    Change vs previous 13F +851 shares

    0.09% of the 13F portfolio, value $3,701,076.

    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 80,545 shares
    Change vs previous 13F +4,794 shares

    0.09% of the 13F portfolio, value $3,430,429.

    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 75,751 shares
    Change vs previous 13F -4,755 shares

    0.08% of the 13F portfolio, value $2,717,937.

    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 80,506 shares
    Change vs previous 13F +5,569 shares

    0.08% of the 13F portfolio, value $2,763,779.

    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 74,937 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,887,331.

    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).