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Disclosery

HBK Sorce Advisory LLC: WM position timeline

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

HBK Sorce Advisory LLC held 5,304 WM 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 5,304 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $1,189,724.

    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 5,307 shares
    Change vs previous 13F -1,573 shares

    0.02% of the 13F portfolio, value $1,142,970.

    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 6,880 shares
    Change vs previous 13F +363 shares

    0.04% of the 13F portfolio, value $1,560,301.

    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 6,517 shares
    Change vs previous 13F -317 shares

    0.03% of the 13F portfolio, value $1,392,638.

    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 6,834 shares
    Change vs previous 13F +126 shares

    0.04% of the 13F portfolio, value $1,563,651.

    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 6,708 shares
    Change vs previous 13F +136 shares

    0.05% of the 13F portfolio, value $1,552,922.

    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 6,572 shares
    Change vs previous 13F +939 shares

    0.04% of the 13F portfolio, value $1,326,168.

    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 5,633 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,169,458.

    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).