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Disclosery

HCR Wealth Advisors: FIXD position timeline

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

HCR Wealth Advisors held 37,095 FIXD 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 37,095 shares
    Change vs previous 13F +476 shares

    0.14% of the 13F portfolio, value $1,617,712.

    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 36,619 shares
    Change vs previous 13F +274 shares

    0.17% of the 13F portfolio, value $1,596,222.

    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 36,345 shares
    Change vs previous 13F +287 shares

    0.16% of the 13F portfolio, value $1,610,810.

    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 36,058 shares
    Change vs previous 13F +732 shares

    0.17% of the 13F portfolio, value $1,608,186.

    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 35,326 shares
    Change vs previous 13F -38 shares

    0.18% of the 13F portfolio, value $1,550,458.

    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 35,364 shares
    Change vs previous 13F +1,763 shares

    0.2% of the 13F portfolio, value $1,550,357.

    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 33,601 shares
    Change vs previous 13F -3,601 shares

    0.18% of the 13F portfolio, value $1,443,834.

    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 37,202 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,683,018.

    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).