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Disclosery

HBK Sorce Advisory LLC: SEIC position timeline

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

HBK Sorce Advisory LLC held 51,793 SEIC 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 51,793 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $5,425,835.

    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 51,788 shares
    Change vs previous 13F +78 shares

    0.1% of the 13F portfolio, value $4,722,030.

    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 51,710 shares
    Change vs previous 13F -6,200 shares

    0.1% of the 13F portfolio, value $4,366,910.

    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 57,910 shares
    Change vs previous 13F -24 shares

    0.12% of the 13F portfolio, value $4,781,629.

    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 57,934 shares
    Change vs previous 13F -58 shares

    0.14% of the 13F portfolio, value $5,205,950.

    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 57,992 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $4,501,919.

    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 58,024 shares
    Change vs previous 13F -38 shares

    0.14% of the 13F portfolio, value $4,785,820.

    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 58,062 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,017,310.

    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).