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HCR Wealth Advisors: IEFA position timeline

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

HCR Wealth Advisors held 36,474 IEFA 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 36,474 shares
    Change vs previous 13F +264 shares

    0.32% of the 13F portfolio, value $3,522,712.

    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 36,210 shares
    Change vs previous 13F +502 shares

    0.34% of the 13F portfolio, value $3,278,177.

    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 35,708 shares
    Change vs previous 13F +17,693 shares

    0.32% of the 13F portfolio, value $3,194,523.

    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 18,015 shares
    Change vs previous 13F -175 shares

    0.16% of the 13F portfolio, value $1,586,269.

    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 18,190 shares
    Change vs previous 13F +1,899 shares

    0.18% of the 13F portfolio, value $1,518,546.

    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 16,291 shares
    Change vs previous 13F +663 shares

    0.16% of the 13F portfolio, value $1,232,474.

    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 15,628 shares
    Change vs previous 13F -703 shares

    0.14% of the 13F portfolio, value $1,098,392.

    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 16,331 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,274,696.

    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).