Position in DEFT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$15,655
New position
Shares Held
28,310
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026HBK Sorce Advisory LLC holds $8,550,088 across 6 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,234 | $4,282,140 | |
| 2 | SCHW |
Schwab Charles Corp
|
23,120 | $2,133,282 | |
| 3 | MS |
Morgan Stanley
|
6,384 | $1,334,511 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
6,806 | $592,394 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
597 | $168,162 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
10,879 | $39,599 |
All Filings in DEFT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,655 | 28,310 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||