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Disclosery

HBK Sorce Advisory LLC: V position timeline

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

HBK Sorce Advisory LLC held 23,218 V 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 23,218 shares
    Change vs previous 13F +298 shares

    0.17% of the 13F portfolio, value $8,556,718.

    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 22,920 shares
    Change vs previous 13F -898 shares

    0.15% of the 13F portfolio, value $7,306,693.

    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 23,818 shares
    Change vs previous 13F +788 shares

    0.18% of the 13F portfolio, value $7,897,492.

    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 23,030 shares
    Change vs previous 13F -2,034 shares

    0.2% of the 13F portfolio, value $7,961,368.

    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 25,064 shares
    Change vs previous 13F +412 shares

    0.24% of the 13F portfolio, value $8,899,083.

    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 24,652 shares
    Change vs previous 13F -309 shares

    0.25% of the 13F portfolio, value $8,639,471.

    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 24,961 shares
    Change vs previous 13F +473 shares

    0.24% of the 13F portfolio, value $7,888,632.

    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 24,488 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,733,042.

    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).