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Disclosery

HCR Wealth Advisors: VGT position timeline

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

HCR Wealth Advisors held 14,903 VGT 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 14,903 shares
    Change vs previous 13F +12,998 shares

    0.16% of the 13F portfolio, value $1,781,313.

    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 1,905 shares
    Change vs previous 13F +32 shares

    0.14% of the 13F portfolio, value $1,329,413.

    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 1,873 shares
    Change vs previous 13F +11 shares

    0.14% of the 13F portfolio, value $1,411,950.

    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 1,862 shares
    Change vs previous 13F +44 shares

    0.15% of the 13F portfolio, value $1,412,101.

    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 1,818 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,206,320.

    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 1,818 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $986,321.

    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 1,818 shares
    Change vs previous 13F +73 shares

    0.14% of the 13F portfolio, value $1,130,586.

    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 1,745 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,023,477.

    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).