Skip to content
Disclosery

HCR Wealth Advisors: EEM position timeline

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

HCR Wealth Advisors held 8,863 EEM 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 8,863 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $606,378.

    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 9,063 shares
    Change vs previous 13F +660 shares

    0.05% of the 13F portfolio, value $514,738.

    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 8,403 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $459,777.

    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 8,403 shares
    Change vs previous 13F +1,362 shares

    0.05% of the 13F portfolio, value $454,398.

    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 7,041 shares
    Change vs previous 13F +1,610 shares

    0.04% of the 13F portfolio, value $339,700.

    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 5,431 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $237,373.

    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 5,548 shares
    Change vs previous 13F -380 shares

    0.03% of the 13F portfolio, value $232,054.

    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 5,928 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $271,899.

    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).