Skip to content
Disclosery

HCR Wealth Advisors: BOND position timeline

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

HCR Wealth Advisors held 10,753 BOND 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 10,753 shares
    Change vs previous 13F +229 shares

    0.09% of the 13F portfolio, value $991,534.

    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 10,524 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $971,154.

    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 10,524 shares
    Change vs previous 13F -193 shares

    0.1% of the 13F portfolio, value $979,573.

    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 10,717 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,000,003.

    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 10,717 shares
    Change vs previous 13F +197 shares

    0.12% of the 13F portfolio, value $987,893.

    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 10,520 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $972,784.

    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 10,520 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $951,218.

    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 10,520 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $995,297.

    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).