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HCR Wealth Advisors: AME position timeline

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

HCR Wealth Advisors held 65,935 AME 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 65,935 shares
    Change vs previous 13F -2,523 shares

    1.43% of the 13F portfolio, value $15,952,313.

    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 68,458 shares
    Change vs previous 13F -8,994 shares

    1.52% of the 13F portfolio, value $14,674,656.

    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 77,452 shares
    Change vs previous 13F -9,170 shares

    1.57% of the 13F portfolio, value $15,901,670.

    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 86,622 shares
    Change vs previous 13F -7,410 shares

    1.67% of the 13F portfolio, value $16,122,952.

    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 94,032 shares
    Change vs previous 13F -640 shares

    2% of the 13F portfolio, value $17,016,030.

    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 94,672 shares
    Change vs previous 13F 0 shares

    2.12% of the 13F portfolio, value $16,296,838.

    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 94,672 shares
    Change vs previous 13F -17,700 shares

    2.14% of the 13F portfolio, value $17,065,574.

    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 112,372 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $19,295,396.

    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).