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Disclosery

HCR Wealth Advisors: AWR position timeline

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

HCR Wealth Advisors held 12,705 AWR 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 12,705 shares
    Change vs previous 13F -65 shares

    0.09% of the 13F portfolio, value $1,049,885.

    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 12,770 shares
    Change vs previous 13F -406 shares

    0.1% of the 13F portfolio, value $965,674.

    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 13,176 shares
    Change vs previous 13F -562 shares

    0.09% of the 13F portfolio, value $955,043.

    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 13,738 shares
    Change vs previous 13F +2,257 shares

    0.1% of the 13F portfolio, value $966,664.

    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 11,481 shares
    Change vs previous 13F +595 shares

    0.1% of the 13F portfolio, value $880,138.

    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 10,886 shares
    Change vs previous 13F -108 shares

    0.11% of the 13F portfolio, value $856,584.

    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 10,994 shares
    Change vs previous 13F -591 shares

    0.11% of the 13F portfolio, value $854,514.

    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 11,585 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $964,947.

    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).