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Disclosery

HCR Wealth Advisors: VHT position timeline

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

HCR Wealth Advisors held 2,088 VHT 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 2,088 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $624,459.

    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 2,099 shares
    Change vs previous 13F -176 shares

    0.06% of the 13F portfolio, value $571,860.

    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 2,275 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $654,939.

    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 2,274 shares
    Change vs previous 13F +391 shares

    0.06% of the 13F portfolio, value $606,200.

    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 1,883 shares
    Change vs previous 13F -366 shares

    0.06% of the 13F portfolio, value $467,782.

    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 2,249 shares
    Change vs previous 13F -372 shares

    0.08% of the 13F portfolio, value $595,435.

    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 2,621 shares
    Change vs previous 13F +187 shares

    0.08% of the 13F portfolio, value $665,133.

    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 2,434 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $686,889.

    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).