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Disclosery

HCR Wealth Advisors: VNQ position timeline

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

HCR Wealth Advisors held 3,707 VNQ 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 3,707 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $357,473.

    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 3,696 shares
    Change vs previous 13F -443 shares

    0.03% of the 13F portfolio, value $327,911.

    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 4,139 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $366,271.

    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).