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Disclosery

HCR Wealth Advisors: MO position timeline

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

HCR Wealth Advisors held 20,149 MO 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 20,149 shares
    Change vs previous 13F +52 shares

    0.13% of the 13F portfolio, value $1,449,771.

    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 20,097 shares
    Change vs previous 13F -164 shares

    0.14% of the 13F portfolio, value $1,326,212.

    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 20,261 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $1,168,273.

    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 20,239 shares
    Change vs previous 13F -1,038 shares

    0.14% of the 13F portfolio, value $1,330,756.

    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 21,277 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $1,247,473.

    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 21,254 shares
    Change vs previous 13F +26 shares

    0.17% of the 13F portfolio, value $1,275,681.

    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 21,228 shares
    Change vs previous 13F +37 shares

    0.14% of the 13F portfolio, value $1,110,040.

    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 21,191 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,081,627.

    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).