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Disclosery

HCR Wealth Advisors: EFA position timeline

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

HCR Wealth Advisors held 5,557 EFA 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 5,557 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $577,261.

    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 5,559 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $539,945.

    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 5,584 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $536,231.

    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 5,591 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $527,175.

    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 5,579 shares
    Change vs previous 13F +523 shares

    0.06% of the 13F portfolio, value $498,706.

    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 5,056 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $413,226.

    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 5,062 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $382,737.

    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 5,062 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $423,335.

    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).