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Disclosery

HCR Wealth Advisors: ICE position timeline

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

HCR Wealth Advisors held 25,032 ICE 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 25,032 shares
    Change vs previous 13F +279 shares

    0.28% of the 13F portfolio, value $3,081,792.

    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 24,753 shares
    Change vs previous 13F +529 shares

    0.4% of the 13F portfolio, value $3,893,294.

    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 24,224 shares
    Change vs previous 13F +411 shares

    0.39% of the 13F portfolio, value $3,923,319.

    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 23,813 shares
    Change vs previous 13F +1,594 shares

    0.4% of the 13F portfolio, value $3,833,487.

    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 22,219 shares
    Change vs previous 13F -1,059 shares

    0.48% of the 13F portfolio, value $4,076,695.

    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 23,278 shares
    Change vs previous 13F -249 shares

    0.52% of the 13F portfolio, value $4,015,570.

    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 23,527 shares
    Change vs previous 13F +698 shares

    0.44% of the 13F portfolio, value $3,505,797.

    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 22,829 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,667,357.

    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).