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Disclosery

HCR Wealth Advisors: FPE position timeline

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

HCR Wealth Advisors held 1,027,972 FPE 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 1,027,972 shares
    Change vs previous 13F +28,723 shares

    1.65% of the 13F portfolio, value $18,380,150.

    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 999,249 shares
    Change vs previous 13F +1,077 shares

    1.84% of the 13F portfolio, value $17,736,684.

    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 998,172 shares
    Change vs previous 13F +547 shares

    1.8% of the 13F portfolio, value $18,186,708.

    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 997,625 shares
    Change vs previous 13F +44,869 shares

    1.89% of the 13F portfolio, value $18,256,539.

    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 952,756 shares
    Change vs previous 13F +25,360 shares

    2% of the 13F portfolio, value $16,959,072.

    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 927,396 shares
    Change vs previous 13F +76,216 shares

    2.12% of the 13F portfolio, value $16,312,909.

    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 851,180 shares
    Change vs previous 13F -31,022 shares

    1.89% of the 13F portfolio, value $15,065,896.

    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 882,202 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $15,967,871.

    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).