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Disclosery

HBK Sorce Advisory LLC: ZION position timeline

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

HBK Sorce Advisory LLC held 54,029 ZION 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 54,029 shares
    Change vs previous 13F -1,918 shares

    0.08% of the 13F portfolio, value $3,873,885.

    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 55,947 shares
    Change vs previous 13F -5,964 shares

    0.07% of the 13F portfolio, value $3,496,692.

    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 61,911 shares
    Change vs previous 13F -1,227 shares

    0.09% of the 13F portfolio, value $4,042,174.

    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 63,138 shares
    Change vs previous 13F -2,103 shares

    0.09% of the 13F portfolio, value $3,411,350.

    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 65,241 shares
    Change vs previous 13F -500 shares

    0.09% of the 13F portfolio, value $3,388,621.

    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 65,741 shares
    Change vs previous 13F +566 shares

    0.1% of the 13F portfolio, value $3,277,837.

    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 65,175 shares
    Change vs previous 13F -1,573 shares

    0.11% of the 13F portfolio, value $3,535,758.

    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 66,748 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,151,834.

    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).