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Disclosery

HCR Wealth Advisors: GBTC position timeline

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

HCR Wealth Advisors held 18,379 GBTC 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 18,379 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $836,612.

    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 18,379 shares
    Change vs previous 13F +1,100 shares

    0.1% of the 13F portfolio, value $969,676.

    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 17,279 shares
    Change vs previous 13F -33 shares

    0.12% of the 13F portfolio, value $1,181,192.

    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 17,312 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,643,428.

    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 17,312 shares
    Change vs previous 13F -538 shares

    0.17% of the 13F portfolio, value $1,468,576.

    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 17,850 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,163,284.

    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 17,850 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,321,257.

    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 17,850 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $901,425.

    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).