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Disclosery

HBK Sorce Advisory LLC: VYM position timeline

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

HBK Sorce Advisory LLC held 11,629 VYM 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 11,629 shares
    Change vs previous 13F -435 shares

    0.04% of the 13F portfolio, value $1,920,264.

    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 12,064 shares
    Change vs previous 13F +1,717 shares

    0.04% of the 13F portfolio, value $1,875,431.

    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 10,347 shares
    Change vs previous 13F +242 shares

    0.04% of the 13F portfolio, value $1,608,589.

    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 10,105 shares
    Change vs previous 13F -114 shares

    0.04% of the 13F portfolio, value $1,423,831.

    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 10,219 shares
    Change vs previous 13F -618 shares

    0.04% of the 13F portfolio, value $1,362,348.

    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 10,837 shares
    Change vs previous 13F -754 shares

    0.04% of the 13F portfolio, value $1,397,510.

    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 11,591 shares
    Change vs previous 13F +2,661 shares

    0.04% of the 13F portfolio, value $1,478,912.

    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 8,930 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,144,870.

    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).