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Disclosery

HCR Wealth Advisors: AFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on AFL, newest first. How the timeline and the estimate are built.

HCR Wealth Advisors held 9,636 AFL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,636 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $1,129,832.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,610 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $1,054,320.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,562 shares
    Change vs previous 13F +141 shares

    0.1% of the 13F portfolio, value $1,054,469.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,421 shares
    Change vs previous 13F +44 shares

    0.11% of the 13F portfolio, value $1,042,028.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,377 shares
    Change vs previous 13F +49 shares

    0.12% of the 13F portfolio, value $988,983.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,328 shares
    Change vs previous 13F +45 shares

    0.14% of the 13F portfolio, value $1,037,282.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,283 shares
    Change vs previous 13F +43 shares

    0.12% of the 13F portfolio, value $960,280.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,240 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,033,138.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).