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Disclosery

HBK Sorce Advisory LLC: STZ position timeline

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

HBK Sorce Advisory LLC held 7,791 STZ 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 7,791 shares
    Change vs previous 13F -120 shares

    0.02% of the 13F portfolio, value $1,017,780.

    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 7,911 shares
    Change vs previous 13F -241 shares

    0.02% of the 13F portfolio, value $1,172,472.

    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 8,152 shares
    Change vs previous 13F -146 shares

    0.03% of the 13F portfolio, value $1,339,648.

    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 8,298 shares
    Change vs previous 13F -1,583 shares

    0.03% of the 13F portfolio, value $1,152,443.

    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 9,881 shares
    Change vs previous 13F -531 shares

    0.04% of the 13F portfolio, value $1,607,459.

    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 10,412 shares
    Change vs previous 13F +904 shares

    0.06% of the 13F portfolio, value $1,910,852.

    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 9,508 shares
    Change vs previous 13F -2,323 shares

    0.06% of the 13F portfolio, value $2,101,333.

    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 11,831 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,048,634.

    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).