Skip to content
Disclosery

HBK Sorce Advisory LLC: VIG position timeline

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

HBK Sorce Advisory LLC held 90,563 VIG 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 90,563 shares
    Change vs previous 13F +3,980 shares

    0.43% of the 13F portfolio, value $22,131,838.

    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 86,583 shares
    Change vs previous 13F +5,133 shares

    0.4% of the 13F portfolio, value $19,746,114.

    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 81,450 shares
    Change vs previous 13F -986 shares

    0.43% of the 13F portfolio, value $18,695,265.

    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 82,436 shares
    Change vs previous 13F +4,333 shares

    0.45% of the 13F portfolio, value $17,892,643.

    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 78,103 shares
    Change vs previous 13F +3,230 shares

    0.43% of the 13F portfolio, value $15,985,338.

    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 74,873 shares
    Change vs previous 13F -415 shares

    0.43% of the 13F portfolio, value $14,524,599.

    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 75,288 shares
    Change vs previous 13F -2,938 shares

    0.44% of the 13F portfolio, value $14,743,573.

    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 78,226 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $15,493,461.

    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).