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Disclosery

HCR Wealth Advisors: RKT position timeline

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

HCR Wealth Advisors held 75,328 RKT 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 75,328 shares
    Change vs previous 13F +5,998 shares

    0.11% of the 13F portfolio, value $1,186,421.

    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 69,330 shares
    Change vs previous 13F -3,192 shares

    0.1% of the 13F portfolio, value $987,957.

    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 72,522 shares
    Change vs previous 13F +3,709 shares

    0.14% of the 13F portfolio, value $1,404,032.

    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 68,813 shares
    Change vs previous 13F +2,564 shares

    0.13% of the 13F portfolio, value $1,264,101.

    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 66,249 shares
    Change vs previous 13F -120 shares

    0.11% of the 13F portfolio, value $939,415.

    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 66,369 shares
    Change vs previous 13F -9,935 shares

    0.1% of the 13F portfolio, value $801,073.

    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 76,304 shares
    Change vs previous 13F -1,903 shares

    0.11% of the 13F portfolio, value $859,183.

    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 78,207 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,500,792.

    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).