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Disclosery

HCR Wealth Advisors: BSV position timeline

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

HCR Wealth Advisors held 6,526 BSV 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 6,526 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $508,488.

    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 6,512 shares
    Change vs previous 13F -2,032 shares

    0.05% of the 13F portfolio, value $510,627.

    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 8,544 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $673,372.

    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 8,526 shares
    Change vs previous 13F +586 shares

    0.07% of the 13F portfolio, value $672,023.

    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 7,940 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $624,878.

    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 7,940 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $621,543.

    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 7,940 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $613,523.

    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 7,940 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $624,798.

    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).