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Disclosery

HCR Wealth Advisors: GDX position timeline

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

HCR Wealth Advisors held 3,948 GDX 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 3,948 shares
    Change vs previous 13F -560 shares

    0.03% of the 13F portfolio, value $297,876.

    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 4,508 shares
    Change vs previous 13F -335 shares

    0.04% of the 13F portfolio, value $413,699.

    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 4,843 shares
    Change vs previous 13F -457 shares

    0.04% of the 13F portfolio, value $415,384.

    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 5,300 shares
    Change vs previous 13F -590 shares

    0.04% of the 13F portfolio, value $408,630.

    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 5,890 shares
    Change vs previous 13F -2,710 shares

    0.04% of the 13F portfolio, value $306,633.

    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 8,600 shares
    Change vs previous 13F -359 shares

    0.05% of the 13F portfolio, value $395,342.

    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 8,959 shares
    Change vs previous 13F -654 shares

    0.04% of the 13F portfolio, value $303,799.

    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 9,613 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $382,789.

    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).