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HCR Wealth Advisors: IBIT position timeline

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

HCR Wealth Advisors held 44,571 IBIT 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 44,571 shares
    Change vs previous 13F +2,448 shares

    0.13% of the 13F portfolio, value $1,483,768.

    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 42,123 shares
    Change vs previous 13F +3,193 shares

    0.17% of the 13F portfolio, value $1,618,365.

    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 38,930 shares
    Change vs previous 13F +3,085 shares

    0.19% of the 13F portfolio, value $1,932,874.

    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 35,845 shares
    Change vs previous 13F +337 shares

    0.26% of the 13F portfolio, value $2,465,060.

    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 35,508 shares
    Change vs previous 13F +3,241 shares

    0.26% of the 13F portfolio, value $2,173,444.

    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 32,267 shares
    Change vs previous 13F +775 shares

    0.2% of the 13F portfolio, value $1,510,418.

    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 31,492 shares
    Change vs previous 13F +1,517 shares

    0.21% of the 13F portfolio, value $1,670,650.

    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 29,975 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,082,996.

    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).