HCR Wealth Advisors: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on VEA, newest first. How the timeline and the estimate are built.
HCR Wealth Advisors held 38,415 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 38,415 sharesChange vs previous 13F +5,041 shares
0.24% of the 13F portfolio, value $2,737,099.
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 33,374 sharesChange vs previous 13F -2,723 shares
0.22% of the 13F portfolio, value $2,138,609.
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 36,097 sharesChange vs previous 13F +4,950 shares
0.22% of the 13F portfolio, value $2,254,982.
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 31,147 sharesChange vs previous 13F +1,086 shares
0.2% of the 13F portfolio, value $1,884,438.
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 30,061 sharesChange vs previous 13F +892 shares
0.2% of the 13F portfolio, value $1,713,809.
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 29,169 sharesChange vs previous 13F +685 shares
0.19% of the 13F portfolio, value $1,482,669.
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 28,484 sharesChange vs previous 13F +2,392 shares
0.17% of the 13F portfolio, value $1,362,122.
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 26,092 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,377,918.
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).