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Disclosery

HCR Wealth Advisors: CHD position timeline

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

HCR Wealth Advisors held 8,077 CHD 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 8,077 shares
    Change vs previous 13F -2,140 shares

    0.07% of the 13F portfolio, value $782,499.

    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 10,217 shares
    Change vs previous 13F -66 shares

    0.1% of the 13F portfolio, value $953,450.

    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 10,283 shares
    Change vs previous 13F -838 shares

    0.09% of the 13F portfolio, value $862,229.

    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 11,121 shares
    Change vs previous 13F -66 shares

    0.1% of the 13F portfolio, value $983,096.

    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 11,187 shares
    Change vs previous 13F -563 shares

    0.13% of the 13F portfolio, value $1,075,182.

    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 11,750 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $1,293,557.

    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 11,754 shares
    Change vs previous 13F +106 shares

    0.15% of the 13F portfolio, value $1,230,761.

    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 11,648 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,219,778.

    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).