Current Market Value 3,695,071,516
Current Holdings 595
Most Recent File Date 2025-08-04
Total Filings on Record 53
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by HBK Sorce Advisory LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-04 2025-06-30 13F-HR 595 3,695,072
2025-04-23 2025-03-31 13F-HR 596 3,410,841
2025-02-10 2024-12-31 13F-HR 579 3,317,307
2024-11-12 2024-09-30 13F-HR 583 3,283,794
2024-08-08 2024-06-30 13F-HR 567 2,863,627
2024-05-09 2024-03-31 13F-HR 602 2,832,910
2024-01-25 2023-12-31 13F-HR 567 2,591,159
2023-11-06 2023-09-30 13F-HR 564 2,271,724
2023-08-04 2023-06-30 13F-HR 583 2,365,309
2023-08-15 2023-03-31 13F-HR/A 1 R 587 2,203,916
2023-05-15 2023-03-31 13F-HR 889 6,667
2023-02-09 2022-12-31 13F-HR 799 3,717
2022-11-14 2022-09-30 13F-HR 604 1,494,026
2022-08-15 2022-06-30 13F-HR 467 1,356,487
2022-05-13 2022-03-31 13F-HR 553 1,828,020
2022-02-15 2021-12-31 13F-HR 595 1,976,680
2021-11-15 2021-09-30 13F-HR 588 1,814,282
2021-08-12 2021-06-30 13F-HR 590 1,812,302
2021-05-14 2021-03-31 13F-HR 543 1,677,009
2021-02-12 2020-12-31 13F-HR 498 1,618,782
2020-11-13 2020-09-30 13F-HR 451 1,407,322
2020-08-14 2020-06-30 13F-HR 436 1,351,398
2020-05-15 2020-03-31 13F-HR 394 1,028,385
2020-02-13 2019-12-31 13F-HR 438 1,146,629
2019-11-14 2019-09-30 13F-HR 408 1,045,804
2019-08-15 2019-06-30 13F-HR/A 1 R 412 1,036,440
2019-08-14 2019-06-30 13F-HR 272 467,396
2019-05-13 2019-03-31 13F-HR 432 1,001,313
2019-02-14 2018-12-31 13F-HR 382 874,927
2018-11-15 2018-09-30 13F-HR 401 887,060
2018-08-10 2018-06-30 13F-HR 389 868,508
2018-05-15 2018-03-31 13F-HR 379 797,091
2018-02-15 2017-12-31 13F-HR 390 847,676
2017-11-14 2017-09-30 13F-HR 318 662,299
2017-08-14 2017-06-30 13F-HR 302 623,712
2017-05-15 2017-03-31 13F-HR 294 589,608
2017-02-14 2016-12-31 13F-HR 290 553,321
2016-11-15 2016-09-30 13F-HR/A 1 R 283 503,148
2016-11-14 2016-09-30 13F-HR 313 503,140
2016-08-12 2016-06-30 13F-HR 272 467,396
2016-05-16 2016-03-31 13F-HR 246 424,505
2016-02-12 2015-12-31 13F-HR 217 382,780
2015-11-12 2015-09-30 13F-HR 194 308,108
2015-08-13 2015-06-30 13F-HR 188 294,140
2015-05-12 2015-03-31 13F-HR 189 293,467
2015-02-13 2014-12-31 13F-HR 194 290,191
2014-11-14 2014-09-30 13F-HR 184 276,720
2014-08-06 2014-06-30 13F-HR 194 288,088
2014-05-14 2014-03-31 13F-HR 189 273,910
2014-02-12 2013-12-31 13F-HR 180 277,922
2013-11-12 2013-09-30 13F-HR 179 241,900
2013-08-07 2013-06-30 13F-HR 169 231,951
2013-08-07 2013-06-30 13F-HR/A 1 N 167 230,984