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Disclosery

HBK Sorce Advisory LLC: SCHG position timeline

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

HBK Sorce Advisory LLC held 93,665 SCHG 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 93,665 shares
    Change vs previous 13F +795 shares

    0.06% of the 13F portfolio, value $3,320,429.

    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 92,870 shares
    Change vs previous 13F +11,475 shares

    0.06% of the 13F portfolio, value $3,168,739.

    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 81,395 shares
    Change vs previous 13F +786 shares

    0.06% of the 13F portfolio, value $2,532,198.

    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 80,609 shares
    Change vs previous 13F +5,378 shares

    0.06% of the 13F portfolio, value $2,573,850.

    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 75,231 shares
    Change vs previous 13F -4,798 shares

    0.06% of the 13F portfolio, value $2,197,500.

    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 80,029 shares
    Change vs previous 13F +17,971 shares

    0.06% of the 13F portfolio, value $2,003,925.

    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 62,058 shares
    Change vs previous 13F +47,204 shares

    0.05% of the 13F portfolio, value $1,729,557.

    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 14,854 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,547,490.

    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).