Skip to content
Disclosery

HCR Wealth Advisors: MU position timeline

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

HCR Wealth Advisors held 9,818 MU 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 9,818 shares
    Change vs previous 13F -4,744 shares

    1.01% of the 13F portfolio, value $11,332,875.

    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 14,562 shares
    Change vs previous 13F -29 shares

    0.51% of the 13F portfolio, value $4,919,630.

    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 14,591 shares
    Change vs previous 13F +13,473 shares

    0.41% of the 13F portfolio, value $4,164,417.

    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 1,118 shares
    Change vs previous 13F +1,118 shares

    0.02% of the 13F portfolio, value $205,432.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,363 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 2,363 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $245,066.

    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).