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HCR Wealth Advisors: IEMG position timeline

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

HCR Wealth Advisors held 267,622 IEMG 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 267,622 shares
    Change vs previous 13F +3,748 shares

    1.98% of the 13F portfolio, value $22,169,864.

    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 263,874 shares
    Change vs previous 13F +5,152 shares

    1.91% of the 13F portfolio, value $18,405,246.

    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 258,722 shares
    Change vs previous 13F +9,256 shares

    1.72% of the 13F portfolio, value $17,391,326.

    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 249,466 shares
    Change vs previous 13F +14,692 shares

    1.72% of the 13F portfolio, value $16,651,913.

    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 234,774 shares
    Change vs previous 13F +12,066 shares

    1.66% of the 13F portfolio, value $14,093,538.

    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 222,708 shares
    Change vs previous 13F +15,907 shares

    1.56% of the 13F portfolio, value $12,019,600.

    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 206,801 shares
    Change vs previous 13F +10,378 shares

    1.35% of the 13F portfolio, value $10,799,195.

    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 196,423 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $11,276,683.

    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).