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Disclosery

HCR Wealth Advisors: AN position timeline

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

HCR Wealth Advisors held 24,313 AN 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 24,313 shares
    Change vs previous 13F -154 shares

    0.4% of the 13F portfolio, value $4,517,205.

    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 24,467 shares
    Change vs previous 13F -401 shares

    0.5% of the 13F portfolio, value $4,777,524.

    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 24,868 shares
    Change vs previous 13F -475 shares

    0.51% of the 13F portfolio, value $5,134,847.

    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 25,343 shares
    Change vs previous 13F +631 shares

    0.59% of the 13F portfolio, value $5,674,916.

    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 24,712 shares
    Change vs previous 13F +94 shares

    0.58% of the 13F portfolio, value $4,909,138.

    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 24,618 shares
    Change vs previous 13F -224 shares

    0.52% of the 13F portfolio, value $3,986,227.

    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 24,842 shares
    Change vs previous 13F +185 shares

    0.53% of the 13F portfolio, value $4,219,250.

    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 24,657 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,411,719.

    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).