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Disclosery

HCR Wealth Advisors: META position timeline

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

HCR Wealth Advisors held 20,342 META 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 20,342 shares
    Change vs previous 13F +286 shares

    1.03% of the 13F portfolio, value $11,458,999.

    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 20,056 shares
    Change vs previous 13F -322 shares

    1.19% of the 13F portfolio, value $11,474,856.

    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 20,378 shares
    Change vs previous 13F +851 shares

    1.33% of the 13F portfolio, value $13,451,900.

    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 19,527 shares
    Change vs previous 13F +321 shares

    1.47% of the 13F portfolio, value $14,197,481.

    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 19,206 shares
    Change vs previous 13F +858 shares

    1.67% of the 13F portfolio, value $14,175,894.

    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 18,348 shares
    Change vs previous 13F +146 shares

    1.38% of the 13F portfolio, value $10,575,574.

    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 18,202 shares
    Change vs previous 13F +297 shares

    1.34% of the 13F portfolio, value $10,657,787.

    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 17,905 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $10,249,683.

    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).