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Disclosery

HBK Sorce Advisory LLC: SCHV position timeline

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

HBK Sorce Advisory LLC held 341,547 SCHV 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 341,547 shares
    Change vs previous 13F +4,951 shares

    0.23% of the 13F portfolio, value $11,896,091.

    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 336,596 shares
    Change vs previous 13F +48,261 shares

    0.22% of the 13F portfolio, value $10,996,596.

    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 288,335 shares
    Change vs previous 13F -1,806 shares

    0.21% of the 13F portfolio, value $9,252,671.

    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 290,141 shares
    Change vs previous 13F -23,599 shares

    0.21% of the 13F portfolio, value $8,445,996.

    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 313,740 shares
    Change vs previous 13F +19,659 shares

    0.24% of the 13F portfolio, value $8,681,185.

    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 294,081 shares
    Change vs previous 13F +4,962 shares

    0.23% of the 13F portfolio, value $7,816,665.

    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 289,119 shares
    Change vs previous 13F +192,165 shares

    0.23% of the 13F portfolio, value $7,537,344.

    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 96,954 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,792,219.

    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).