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Disclosery

HCR Wealth Advisors: BND position timeline

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

HCR Wealth Advisors held 14,215 BND 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 14,215 shares
    Change vs previous 13F -70 shares

    0.09% of the 13F portfolio, value $1,043,573.

    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 14,285 shares
    Change vs previous 13F -3,228 shares

    0.11% of the 13F portfolio, value $1,051,957.

    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 17,513 shares
    Change vs previous 13F +4,063 shares

    0.13% of the 13F portfolio, value $1,297,234.

    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 13,450 shares
    Change vs previous 13F +1,224 shares

    0.1% of the 13F portfolio, value $1,000,685.

    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 12,226 shares
    Change vs previous 13F +2,780 shares

    0.11% of the 13F portfolio, value $900,212.

    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 9,446 shares
    Change vs previous 13F +432 shares

    0.09% of the 13F portfolio, value $693,808.

    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 9,014 shares
    Change vs previous 13F +291 shares

    0.08% of the 13F portfolio, value $648,196.

    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 8,723 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $655,184.

    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).