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Disclosery

HCR Wealth Advisors: FDX position timeline

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

HCR Wealth Advisors held 5,397 FDX 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 5,397 shares
    Change vs previous 13F +18 shares

    0.15% of the 13F portfolio, value $1,689,976.

    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 5,379 shares
    Change vs previous 13F -12 shares

    0.2% of the 13F portfolio, value $1,916,144.

    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 5,391 shares
    Change vs previous 13F -77 shares

    0.15% of the 13F portfolio, value $1,557,322.

    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 5,468 shares
    Change vs previous 13F -115 shares

    0.14% of the 13F portfolio, value $1,325,071.

    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 5,583 shares
    Change vs previous 13F -42 shares

    0.15% of the 13F portfolio, value $1,269,110.

    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 5,625 shares
    Change vs previous 13F -356 shares

    0.18% of the 13F portfolio, value $1,371,424.

    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 5,981 shares
    Change vs previous 13F -160 shares

    0.21% of the 13F portfolio, value $1,682,706.

    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 6,141 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,680,899.

    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).