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Disclosery

HCR Wealth Advisors: BA position timeline

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

HCR Wealth Advisors held 19,335 BA 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 19,335 shares
    Change vs previous 13F +177 shares

    0.37% of the 13F portfolio, value $4,185,448.

    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 19,158 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $3,813,017.

    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 19,158 shares
    Change vs previous 13F -49 shares

    0.41% of the 13F portfolio, value $4,159,586.

    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 19,207 shares
    Change vs previous 13F -24 shares

    0.43% of the 13F portfolio, value $4,176,179.

    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 19,231 shares
    Change vs previous 13F -85 shares

    0.47% of the 13F portfolio, value $4,029,472.

    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 19,316 shares
    Change vs previous 13F +49 shares

    0.43% of the 13F portfolio, value $3,294,344.

    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 19,267 shares
    Change vs previous 13F -222 shares

    0.43% of the 13F portfolio, value $3,410,260.

    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 19,489 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,963,108.

    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).