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HBK Sorce Advisory LLC: VCRB position timeline

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

HBK Sorce Advisory LLC held 11,340,350 VCRB 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 11,340,350 shares
    Change vs previous 13F +292,166 shares

    16.85% of the 13F portfolio, value $863,794,489.

    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 11,048,184 shares
    Change vs previous 13F +1,773,431 shares

    17.43% of the 13F portfolio, value $854,356,090.

    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 9,274,753 shares
    Change vs previous 13F +631,969 shares

    16.65% of the 13F portfolio, value $724,692,109.

    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 8,642,784 shares
    Change vs previous 13F +429,066 shares

    17.06% of the 13F portfolio, value $680,359,992.

    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 8,213,718 shares
    Change vs previous 13F +255,681 shares

    17.26% of the 13F portfolio, value $637,220,266.

    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 7,958,037 shares
    Change vs previous 13F +770,415 shares

    18.09% of the 13F portfolio, value $616,190,780.

    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 7,187,622 shares
    Change vs previous 13F +451,370 shares

    16.45% of the 13F portfolio, value $544,893,614.

    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 6,736,252 shares
    Change vs previous 13F not available

    16.25% of the 13F portfolio, value $533,443,777.

    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).