Skip to content
Disclosery

HCR Wealth Advisors: BX position timeline

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

HCR Wealth Advisors held 2,679 BX 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 2,679 shares
    Change vs previous 13F -1,117 shares

    0.03% of the 13F portfolio, value $315,293.

    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 3,796 shares
    Change vs previous 13F -2,714 shares

    0.05% of the 13F portfolio, value $436,581.

    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 6,510 shares
    Change vs previous 13F -197 shares

    0.1% of the 13F portfolio, value $1,003,547.

    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 6,707 shares
    Change vs previous 13F +776 shares

    0.12% of the 13F portfolio, value $1,117,293.

    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 5,931 shares
    Change vs previous 13F +1,502 shares

    0.1% of the 13F portfolio, value $887,251.

    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 4,429 shares
    Change vs previous 13F +1,443 shares

    0.08% of the 13F portfolio, value $619,171.

    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 2,986 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $514,937.

    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 2,961 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $453,498.

    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).