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HBK Sorce Advisory LLC: SCI position timeline

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

HBK Sorce Advisory LLC held 8,793 SCI 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 8,793 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $750,395.

    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 8,821 shares
    Change vs previous 13F -712 shares

    0.01% of the 13F portfolio, value $685,568.

    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 9,533 shares
    Change vs previous 13F -750 shares

    0.02% of the 13F portfolio, value $811,354.

    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 10,283 shares
    Change vs previous 13F -2,193 shares

    0.02% of the 13F portfolio, value $845,571.

    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 12,476 shares
    Change vs previous 13F -1,432 shares

    0.03% of the 13F portfolio, value $1,015,547.

    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 13,908 shares
    Change vs previous 13F -1,168 shares

    0.03% of the 13F portfolio, value $1,115,422.

    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 15,076 shares
    Change vs previous 13F -1,189 shares

    0.04% of the 13F portfolio, value $1,203,367.

    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 16,265 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,283,797.

    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).