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HCR Wealth Advisors: VLUE position timeline

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

HCR Wealth Advisors held 1,025 VLUE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,025 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,950.

    13F-HR 0001697715-26-000006 filed by HCR Wealth Advisors
    Accepted , ingested