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Disclosery

HBK Sorce Advisory LLC: VTI position timeline

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

HBK Sorce Advisory LLC held 91,793 VTI 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 91,793 shares
    Change vs previous 13F -119 shares

    0.68% of the 13F portfolio, value $34,849,156.

    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 91,912 shares
    Change vs previous 13F -582 shares

    0.68% of the 13F portfolio, value $33,352,247.

    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 92,494 shares
    Change vs previous 13F +565 shares

    0.72% of the 13F portfolio, value $31,536,775.

    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 91,929 shares
    Change vs previous 13F -628 shares

    0.76% of the 13F portfolio, value $30,187,495.

    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 92,557 shares
    Change vs previous 13F -3,488 shares

    0.76% of the 13F portfolio, value $28,130,876.

    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 96,045 shares
    Change vs previous 13F -455 shares

    0.77% of the 13F portfolio, value $26,396,877.

    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 96,500 shares
    Change vs previous 13F -369 shares

    0.84% of the 13F portfolio, value $27,966,809.

    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 96,869 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $27,429,551.

    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).