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HBK Sorce Advisory LLC: VOO position timeline

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

HBK Sorce Advisory LLC held 79,825 VOO 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 79,825 shares
    Change vs previous 13F +546 shares

    1.1% of the 13F portfolio, value $56,484,200.

    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 79,279 shares
    Change vs previous 13F +1,405 shares

    1.1% of the 13F portfolio, value $53,754,059.

    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 77,874 shares
    Change vs previous 13F -3,240 shares

    1.14% of the 13F portfolio, value $49,468,560.

    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 81,114 shares
    Change vs previous 13F -5,591 shares

    1.24% of the 13F portfolio, value $49,595,626.

    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 86,705 shares
    Change vs previous 13F -7,481 shares

    1.33% of the 13F portfolio, value $49,250,942.

    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 94,186 shares
    Change vs previous 13F +1,457 shares

    1.42% of the 13F portfolio, value $48,402,958.

    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 92,729 shares
    Change vs previous 13F -2,215 shares

    1.51% of the 13F portfolio, value $49,963,506.

    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 94,944 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $50,098,977.

    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).