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Disclosery

HCR Wealth Advisors: IJR position timeline

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

HCR Wealth Advisors held 121,048 IJR 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 121,048 shares
    Change vs previous 13F -8,280 shares

    1.61% of the 13F portfolio, value $17,952,698.

    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 129,328 shares
    Change vs previous 13F +343 shares

    1.67% of the 13F portfolio, value $16,076,791.

    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 128,985 shares
    Change vs previous 13F -306,642 shares

    1.54% of the 13F portfolio, value $15,501,460.

    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 435,627 shares
    Change vs previous 13F +16,851 shares

    5.39% of the 13F portfolio, value $52,074,886.

    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 418,776 shares
    Change vs previous 13F +9,366 shares

    5.39% of the 13F portfolio, value $45,768,029.

    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 409,410 shares
    Change vs previous 13F +25,376 shares

    5.57% of the 13F portfolio, value $42,812,067.

    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 384,034 shares
    Change vs previous 13F +16,356 shares

    5.54% of the 13F portfolio, value $44,248,438.

    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 367,678 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $43,003,665.

    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).