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Disclosery

HBK Sorce Advisory LLC: VUG position timeline

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

HBK Sorce Advisory LLC held 82,112 VUG 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 82,112 shares
    Change vs previous 13F -958 shares

    0.14% of the 13F portfolio, value $7,285,839.

    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 83,070 shares
    Change vs previous 13F +72,014 shares

    0.15% of the 13F portfolio, value $7,213,816.

    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 11,056 shares
    Change vs previous 13F -79 shares

    0.12% of the 13F portfolio, value $5,180,921.

    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 11,135 shares
    Change vs previous 13F -682 shares

    0.13% of the 13F portfolio, value $5,328,034.

    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 11,817 shares
    Change vs previous 13F -740 shares

    0.14% of the 13F portfolio, value $5,180,511.

    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 12,557 shares
    Change vs previous 13F -891 shares

    0.14% of the 13F portfolio, value $4,656,442.

    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 13,448 shares
    Change vs previous 13F -266 shares

    0.17% of the 13F portfolio, value $5,519,658.

    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 13,714 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,265,273.

    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).