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Disclosery

HCR Wealth Advisors: MINT position timeline

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

HCR Wealth Advisors held 18,878 MINT 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 18,878 shares
    Change vs previous 13F -1,500 shares

    0.17% of the 13F portfolio, value $1,903,091.

    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 20,378 shares
    Change vs previous 13F -250 shares

    0.21% of the 13F portfolio, value $2,049,415.

    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 20,628 shares
    Change vs previous 13F -2,382 shares

    0.2% of the 13F portfolio, value $2,069,813.

    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 23,010 shares
    Change vs previous 13F +660 shares

    0.24% of the 13F portfolio, value $2,308,823.

    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 22,350 shares
    Change vs previous 13F -720 shares

    0.26% of the 13F portfolio, value $2,246,957.

    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 23,070 shares
    Change vs previous 13F +2,361 shares

    0.3% of the 13F portfolio, value $2,321,303.

    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 20,709 shares
    Change vs previous 13F -1,715 shares

    0.26% of the 13F portfolio, value $2,077,941.

    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 22,424 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,257,872.

    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).