HCR Wealth Advisors: TFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on TFLO, newest first. How the timeline and the estimate are built.
HCR Wealth Advisors held 16,825 TFLO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 16,825 sharesChange vs previous 13F -1,300 shares
0.08% of the 13F portfolio, value $851,849.
13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,125 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $917,668.
13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,125 sharesChange vs previous 13F -1,160 shares
0.09% of the 13F portfolio, value $914,587.
13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,285 sharesChange vs previous 13F -2,300 shares
0.1% of the 13F portfolio, value $972,542.
13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,585 sharesChange vs previous 13F -12,850 shares
0.13% of the 13F portfolio, value $1,093,280.
13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,435 sharesChange vs previous 13F -5,175 shares
0.23% of the 13F portfolio, value $1,744,477.
13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,610 sharesChange vs previous 13F -925 shares
0.25% of the 13F portfolio, value $1,999,116.
13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,535 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $2,051,071.
13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).