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Disclosery

HCR Wealth Advisors: IWM position timeline

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

HCR Wealth Advisors held 4,930 IWM 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 4,930 shares
    Change vs previous 13F -121 shares

    0.13% of the 13F portfolio, value $1,481,420.

    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 5,051 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,252,890.

    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 5,051 shares
    Change vs previous 13F +340 shares

    0.12% of the 13F portfolio, value $1,243,465.

    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 4,711 shares
    Change vs previous 13F -44 shares

    0.12% of the 13F portfolio, value $1,149,703.

    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 4,755 shares
    Change vs previous 13F -134 shares

    0.12% of the 13F portfolio, value $1,026,192.

    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 4,889 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $975,409.

    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 4,889 shares
    Change vs previous 13F +90 shares

    0.14% of the 13F portfolio, value $1,080,386.

    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 4,799 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,060,164.

    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).