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Disclosery

HCR Wealth Advisors: GS position timeline

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

HCR Wealth Advisors held 2,413 GS 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 2,413 shares
    Change vs previous 13F +149 shares

    0.22% of the 13F portfolio, value $2,440,630.

    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 2,264 shares
    Change vs previous 13F -304 shares

    0.2% of the 13F portfolio, value $1,915,461.

    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 2,568 shares
    Change vs previous 13F +607 shares

    0.22% of the 13F portfolio, value $2,258,116.

    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 1,961 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $1,528,364.

    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 2,011 shares
    Change vs previous 13F +174 shares

    0.17% of the 13F portfolio, value $1,423,285.

    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 1,837 shares
    Change vs previous 13F +298 shares

    0.13% of the 13F portfolio, value $1,003,534.

    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 1,539 shares
    Change vs previous 13F +87 shares

    0.11% of the 13F portfolio, value $881,262.

    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 1,452 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $718,899.

    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).