Skip to content
Disclosery

HCR Wealth Advisors: IVV position timeline

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

HCR Wealth Advisors held 50,622 IVV 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 50,622 shares
    Change vs previous 13F +26 shares

    3.39% of the 13F portfolio, value $37,910,619.

    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 50,596 shares
    Change vs previous 13F -365 shares

    3.43% of the 13F portfolio, value $33,050,243.

    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 50,961 shares
    Change vs previous 13F +9,624 shares

    3.46% of the 13F portfolio, value $34,905,774.

    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 41,337 shares
    Change vs previous 13F +1,417 shares

    2.88% of the 13F portfolio, value $27,799,655.

    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 39,920 shares
    Change vs previous 13F +1,679 shares

    2.92% of the 13F portfolio, value $24,786,765.

    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 38,241 shares
    Change vs previous 13F +789 shares

    2.8% of the 13F portfolio, value $21,487,901.

    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 37,452 shares
    Change vs previous 13F +2,518 shares

    2.76% of the 13F portfolio, value $22,047,437.

    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 34,934 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $20,150,928.

    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).