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Disclosery

HCR Wealth Advisors: VB position timeline

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

HCR Wealth Advisors held 6,331 VB 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 6,331 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,919,137.

    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 6,330 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $1,657,992.

    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 6,328 shares
    Change vs previous 13F +5,303 shares

    0.16% of the 13F portfolio, value $1,632,486.

    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 1,025 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $263,026.

    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 1,027 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $243,599.

    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).