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Disclosery

HCR Wealth Advisors: LHX position timeline

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

HCR Wealth Advisors held 14,045 LHX 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 14,045 shares
    Change vs previous 13F +607 shares

    0.37% of the 13F portfolio, value $4,081,593.

    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 13,438 shares
    Change vs previous 13F -143 shares

    0.48% of the 13F portfolio, value $4,638,136.

    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 13,581 shares
    Change vs previous 13F +264 shares

    0.39% of the 13F portfolio, value $3,987,093.

    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 13,317 shares
    Change vs previous 13F +1,036 shares

    0.41% of the 13F portfolio, value $3,943,436.

    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 12,281 shares
    Change vs previous 13F +159 shares

    0.36% of the 13F portfolio, value $3,080,677.

    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 12,122 shares
    Change vs previous 13F -210 shares

    0.33% of the 13F portfolio, value $2,537,446.

    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 12,332 shares
    Change vs previous 13F -59 shares

    0.32% of the 13F portfolio, value $2,593,230.

    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 12,391 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,947,621.

    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).