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Manager record

HBK Sorce Advisory LLC

Erie, PA · CIK 1379995 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.27BReported 13F valueQ2 2026 · as filed
678Holdings listed
+4.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $3.7B$3.7BQ2 2025596 holdingsQ3 2025: $4.0B$4.0BQ3 2025629 holdingsQ4 2025: $4.4B$4.4BQ4 2025633 holdingsQ1 2026: $5.0B$5.0BQ1 2026672 holdingsQ2 2026: $5.3B$5.3BQ2 2026678 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 06 2026 13F-HR · period Q2 2026

$5.27B · 678 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$5.05B · 672 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$4.35B · 633 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR/A · period Q3 2025

$3.99B · 629 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$4.61B · 739 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$3.70B · 596 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 06, 2026 · Change methodology