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HBK Sorce Advisory LLC: SCHF position timeline

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

HBK Sorce Advisory LLC held 691,517 SCHF 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 691,517 shares
    Change vs previous 13F -4,115 shares

    0.38% of the 13F portfolio, value $19,390,142.

    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 695,632 shares
    Change vs previous 13F +13,037 shares

    0.39% of the 13F portfolio, value $19,032,504.

    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 682,595 shares
    Change vs previous 13F -5,712 shares

    0.41% of the 13F portfolio, value $17,726,987.

    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 688,307 shares
    Change vs previous 13F -11,793 shares

    0.41% of the 13F portfolio, value $16,175,218.

    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 700,100 shares
    Change vs previous 13F +44,005 shares

    0.42% of the 13F portfolio, value $15,472,202.

    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 656,095 shares
    Change vs previous 13F -14,677 shares

    0.38% of the 13F portfolio, value $12,977,552.

    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 670,772 shares
    Change vs previous 13F +380,809 shares

    0.37% of the 13F portfolio, value $12,409,279.

    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 289,963 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,923,290.

    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).