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Disclosery

HBK Sorce Advisory LLC: XLU position timeline

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

HBK Sorce Advisory LLC held 31,689 XLU 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 31,689 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $1,383,538.

    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 31,836 shares
    Change vs previous 13F +1,357 shares

    0.03% of the 13F portfolio, value $1,423,702.

    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 30,479 shares
    Change vs previous 13F +4,855 shares

    0.03% of the 13F portfolio, value $1,321,274.

    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 25,624 shares
    Change vs previous 13F +1,125 shares

    0.06% of the 13F portfolio, value $2,380,471.

    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 24,499 shares
    Change vs previous 13F +2,263 shares

    0.05% of the 13F portfolio, value $2,000,557.

    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 22,236 shares
    Change vs previous 13F +1,807 shares

    0.05% of the 13F portfolio, value $1,753,339.

    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 20,429 shares
    Change vs previous 13F +2,932 shares

    0.05% of the 13F portfolio, value $1,546,260.

    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 17,497 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,413,388.

    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).