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Disclosery

HCR Wealth Advisors: CLX position timeline

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

HCR Wealth Advisors held 2,506 CLX 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 2,506 shares
    Change vs previous 13F -971 shares

    0.02% of the 13F portfolio, value $239,187.

    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 3,477 shares
    Change vs previous 13F -397 shares

    0.04% of the 13F portfolio, value $360,421.

    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 3,874 shares
    Change vs previous 13F -377 shares

    0.04% of the 13F portfolio, value $390,632.

    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 4,251 shares
    Change vs previous 13F -501 shares

    0.05% of the 13F portfolio, value $519,787.

    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 4,752 shares
    Change vs previous 13F -1,970 shares

    0.07% of the 13F portfolio, value $570,687.

    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 6,722 shares
    Change vs previous 13F -148 shares

    0.13% of the 13F portfolio, value $989,914.

    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 6,870 shares
    Change vs previous 13F +68 shares

    0.14% of the 13F portfolio, value $1,115,867.

    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 6,802 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,108,268.

    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).