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Disclosery

HBK Sorce Advisory LLC: SPY position timeline

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

HBK Sorce Advisory LLC held 18,922 SPY 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 18,922 shares
    Change vs previous 13F -643 shares

    0.28% of the 13F portfolio, value $14,565,883.

    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 19,565 shares
    Change vs previous 13F +768 shares

    0.29% of the 13F portfolio, value $14,431,200.

    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 18,797 shares
    Change vs previous 13F +5,165 shares

    0.3% of the 13F portfolio, value $12,981,641.

    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 13,632 shares
    Change vs previous 13F +1,407 shares

    0.23% of the 13F portfolio, value $9,067,335.

    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 12,225 shares
    Change vs previous 13F +784 shares

    0.2% of the 13F portfolio, value $7,553,353.

    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 11,441 shares
    Change vs previous 13F -588 shares

    0.19% of the 13F portfolio, value $6,399,816.

    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 12,029 shares
    Change vs previous 13F +375 shares

    0.21% of the 13F portfolio, value $7,049,813.

    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 11,654 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,686,380.

    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).