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Disclosery

HCR Wealth Advisors: SHY position timeline

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

HCR Wealth Advisors held 37,813 SHY 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 37,813 shares
    Change vs previous 13F -4,183 shares

    0.28% of the 13F portfolio, value $3,104,825.

    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 41,996 shares
    Change vs previous 13F -7,701 shares

    0.36% of the 13F portfolio, value $3,467,609.

    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 49,697 shares
    Change vs previous 13F -4,615 shares

    0.41% of the 13F portfolio, value $4,115,905.

    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 54,312 shares
    Change vs previous 13F +613 shares

    0.47% of the 13F portfolio, value $4,498,119.

    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 53,699 shares
    Change vs previous 13F -28 shares

    0.52% of the 13F portfolio, value $4,449,499.

    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 53,727 shares
    Change vs previous 13F -4,512 shares

    0.58% of the 13F portfolio, value $4,444,834.

    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 58,239 shares
    Change vs previous 13F -1,624 shares

    0.6% of the 13F portfolio, value $4,774,433.

    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 59,863 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,977,608.

    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).