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Disclosery

HCR Wealth Advisors: VOO position timeline

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

HCR Wealth Advisors held 9,010 VOO 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 9,010 shares
    Change vs previous 13F +458 shares

    0.55% of the 13F portfolio, value $6,188,322.

    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 8,552 shares
    Change vs previous 13F +394 shares

    0.53% of the 13F portfolio, value $5,110,269.

    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 8,158 shares
    Change vs previous 13F +299 shares

    0.51% of the 13F portfolio, value $5,116,212.

    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 7,859 shares
    Change vs previous 13F +296 shares

    0.5% of the 13F portfolio, value $4,835,267.

    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 7,563 shares
    Change vs previous 13F -106 shares

    0.51% of the 13F portfolio, value $4,296,226.

    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 7,669 shares
    Change vs previous 13F +410 shares

    0.51% of the 13F portfolio, value $3,941,370.

    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 7,259 shares
    Change vs previous 13F +4,745 shares

    0.49% of the 13F portfolio, value $3,911,699.

    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 2,514 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,326,628.

    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).