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Disclosery

HBK Sorce Advisory LLC: SCHE position timeline

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

HBK Sorce Advisory LLC held 768,693 SCHE 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 768,693 shares
    Change vs previous 13F -23,795 shares

    0.55% of the 13F portfolio, value $28,203,344.

    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 792,488 shares
    Change vs previous 13F -15,971 shares

    0.6% of the 13F portfolio, value $29,171,495.

    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 808,459 shares
    Change vs previous 13F -657,300 shares

    0.65% of the 13F portfolio, value $28,255,639.

    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 1,465,759 shares
    Change vs previous 13F +113,345 shares

    1.23% of the 13F portfolio, value $49,088,265.

    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 1,352,414 shares
    Change vs previous 13F +217,522 shares

    1.1% of the 13F portfolio, value $40,761,773.

    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 1,134,892 shares
    Change vs previous 13F +414,342 shares

    0.92% of the 13F portfolio, value $31,288,968.

    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 720,550 shares
    Change vs previous 13F +158,442 shares

    0.58% of the 13F portfolio, value $19,188,236.

    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 562,108 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $16,402,326.

    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).