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Disclosery

HCR Wealth Advisors: V position timeline

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

HCR Wealth Advisors held 33,412 V 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 33,412 shares
    Change vs previous 13F +433 shares

    1.03% of the 13F portfolio, value $11,463,423.

    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 32,979 shares
    Change vs previous 13F -692 shares

    1.03% of the 13F portfolio, value $9,967,847.

    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 33,671 shares
    Change vs previous 13F +105 shares

    1.17% of the 13F portfolio, value $11,808,848.

    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 33,566 shares
    Change vs previous 13F +1,643 shares

    1.2% of the 13F portfolio, value $11,612,457.

    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 31,923 shares
    Change vs previous 13F -200 shares

    1.33% of the 13F portfolio, value $11,334,416.

    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 32,123 shares
    Change vs previous 13F -312 shares

    1.47% of the 13F portfolio, value $11,257,848.

    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 32,435 shares
    Change vs previous 13F +130 shares

    1.28% of the 13F portfolio, value $10,250,977.

    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 32,305 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $8,882,292.

    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).