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Disclosery

HBK Sorce Advisory LLC: VMBS position timeline

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

HBK Sorce Advisory LLC held 669,524 VMBS 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 669,524 shares
    Change vs previous 13F +23,755 shares

    0.6% of the 13F portfolio, value $30,938,704.

    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 645,769 shares
    Change vs previous 13F +45,569 shares

    0.62% of the 13F portfolio, value $30,318,855.

    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 600,200 shares
    Change vs previous 13F +71,854 shares

    0.65% of the 13F portfolio, value $28,341,444.

    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 528,346 shares
    Change vs previous 13F +70,640 shares

    0.62% of the 13F portfolio, value $24,916,797.

    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 457,706 shares
    Change vs previous 13F +46,141 shares

    0.57% of the 13F portfolio, value $21,210,097.

    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 411,565 shares
    Change vs previous 13F -87,190 shares

    0.56% of the 13F portfolio, value $19,059,576.

    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 498,755 shares
    Change vs previous 13F +126,828 shares

    0.68% of the 13F portfolio, value $22,613,552.

    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 371,927 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $17,558,674.

    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).