Skip to content
Disclosery

HCR Wealth Advisors: DELL position timeline

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

HCR Wealth Advisors held 18,669 DELL 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 18,669 shares
    Change vs previous 13F -2,697 shares

    0.72% of the 13F portfolio, value $8,055,258.

    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 21,366 shares
    Change vs previous 13F -869 shares

    0.36% of the 13F portfolio, value $3,506,883.

    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 22,235 shares
    Change vs previous 13F +2,491 shares

    0.28% of the 13F portfolio, value $2,798,955.

    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 19,744 shares
    Change vs previous 13F +2,490 shares

    0.3% of the 13F portfolio, value $2,909,795.

    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 17,254 shares
    Change vs previous 13F -269 shares

    0.25% of the 13F portfolio, value $2,115,400.

    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 17,523 shares
    Change vs previous 13F +2,176 shares

    0.21% of the 13F portfolio, value $1,597,222.

    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 15,347 shares
    Change vs previous 13F +425 shares

    0.22% of the 13F portfolio, value $1,768,662.

    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 14,922 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,768,894.

    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).