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Disclosery

HCR Wealth Advisors: CME position timeline

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

HCR Wealth Advisors held 11,202 CME 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 11,202 shares
    Change vs previous 13F -201 shares

    0.22% of the 13F portfolio, value $2,473,756.

    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 11,403 shares
    Change vs previous 13F -165 shares

    0.35% of the 13F portfolio, value $3,368,132.

    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 11,568 shares
    Change vs previous 13F +416 shares

    0.31% of the 13F portfolio, value $3,159,081.

    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 11,152 shares
    Change vs previous 13F +580 shares

    0.31% of the 13F portfolio, value $2,960,166.

    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 10,572 shares
    Change vs previous 13F +420 shares

    0.34% of the 13F portfolio, value $2,913,944.

    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 10,152 shares
    Change vs previous 13F -111 shares

    0.35% of the 13F portfolio, value $2,693,309.

    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 10,263 shares
    Change vs previous 13F +4 shares

    0.3% of the 13F portfolio, value $2,383,416.

    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 10,259 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,263,687.

    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).