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Disclosery

HCR Wealth Advisors: QQQ position timeline

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

HCR Wealth Advisors held 11,304 QQQ 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 11,304 shares
    Change vs previous 13F -13 shares

    0.75% of the 13F portfolio, value $8,323,745.

    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 11,317 shares
    Change vs previous 13F +221 shares

    0.68% of the 13F portfolio, value $6,532,278.

    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 11,096 shares
    Change vs previous 13F -160 shares

    0.68% of the 13F portfolio, value $6,816,618.

    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 11,256 shares
    Change vs previous 13F +595 shares

    0.71% of the 13F portfolio, value $6,818,195.

    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 10,661 shares
    Change vs previous 13F -81 shares

    0.69% of the 13F portfolio, value $5,881,071.

    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 10,742 shares
    Change vs previous 13F +6 shares

    0.66% of the 13F portfolio, value $5,037,523.

    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 10,736 shares
    Change vs previous 13F -300 shares

    0.69% of the 13F portfolio, value $5,488,984.

    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 11,036 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $5,386,717.

    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).