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Disclosery

HCR Wealth Advisors: VRT position timeline

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

HCR Wealth Advisors held 17,271 VRT 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 17,271 shares
    Change vs previous 13F -12,118 shares

    0.52% of the 13F portfolio, value $5,782,733.

    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 29,389 shares
    Change vs previous 13F -2,626 shares

    0.76% of the 13F portfolio, value $7,364,334.

    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 32,015 shares
    Change vs previous 13F -536 shares

    0.51% of the 13F portfolio, value $5,186,769.

    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 32,551 shares
    Change vs previous 13F +1,593 shares

    0.54% of the 13F portfolio, value $5,261,557.

    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 30,958 shares
    Change vs previous 13F +6,357 shares

    0.47% of the 13F portfolio, value $3,975,324.

    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 24,601 shares
    Change vs previous 13F +22,184 shares

    0.23% of the 13F portfolio, value $1,776,194.

    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 2,417 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,595.

    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).