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Disclosery

HCR Wealth Advisors: PM position timeline

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

HCR Wealth Advisors held 6,364 PM 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 6,364 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $1,151,426.

    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 6,345 shares
    Change vs previous 13F -186 shares

    0.11% of the 13F portfolio, value $1,049,231.

    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 6,531 shares
    Change vs previous 13F +211 shares

    0.1% of the 13F portfolio, value $1,047,635.

    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 6,320 shares
    Change vs previous 13F -15 shares

    0.1% of the 13F portfolio, value $998,084.

    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 6,335 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $1,153,968.

    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 6,345 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $1,007,228.

    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 6,341 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $763,201.

    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 6,325 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $767,953.

    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).