HBK Sorce Advisory LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $235,831 | 30,119 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $252,721 | 30,895 | Shares | Sole | 2025-10-16 |
| 2025-06-30 | $261,680 | 30,895 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $289,648 | 34,197 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $313,975 | 35,199 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $310,455 | 35,199 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $304,471 | 35,199 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $307,287 | 35,199 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $247,257 | 30,080 | Shares | Sole | 2024-01-25 |