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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

  1. period ended2026-06-30
    13F 38,415 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,374 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,097 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,147 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,061 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,169 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,484 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,092 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).