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Disclosery

HCR Wealth Advisors: BIL position timeline

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

HCR Wealth Advisors held 2,700 BIL 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 2,700 shares
    Change vs previous 13F -700 shares

    0.02% of the 13F portfolio, value $247,519.

    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 3,400 shares
    Change vs previous 13F -187 shares

    0.03% of the 13F portfolio, value $311,667.

    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 3,587 shares
    Change vs previous 13F -668 shares

    0.03% of the 13F portfolio, value $327,870.

    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 4,255 shares
    Change vs previous 13F -50 shares

    0.04% of the 13F portfolio, value $389,204.

    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 4,305 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $394,897.

    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 4,805 shares
    Change vs previous 13F -2,150 shares

    0.06% of the 13F portfolio, value $440,762.

    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 6,955 shares
    Change vs previous 13F -1,355 shares

    0.08% of the 13F portfolio, value $635,895.

    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 8,310 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $762,941.

    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).