Columbia Etf Tr I diversifid fxd shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Columbia Etf Tr I diversifid fxd (DIAL) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Columbia Etf Tr I diversifid fxd
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Quarterly reported holdings in Columbia Etf Tr I diversifid fxd by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $634k | 34k | 18.46 |
| 2025-06-30 | $655k | 36k | 18.21 |
| 2025-03-31 | $643k | 36k | 17.88 |
| 2024-12-31 | $876k | 50k | 17.53 |
| 2024-09-30 | $1.2M | 63k | 18.48 |
| 2024-06-30 | $1.3M | 72k | 17.64 |
| 2024-03-31 | $2.2M | 122k | 17.78 |
| 2023-12-31 | $3.2M | 178k | 18.05 |
| 2023-09-30 | $3.2M | 190k | 16.84 |
| 2023-06-30 | $3.9M | 223k | 17.61 |
| 2023-03-31 | $4.1M | 228k | 17.87 |
| 2022-06-30 | $1.4M | 77k | 17.66 |
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