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Disclosery

HCR Wealth Advisors: VWO position timeline

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

HCR Wealth Advisors held 113,909 VWO 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 113,909 shares
    Change vs previous 13F -2,550 shares

    0.61% of the 13F portfolio, value $6,799,228.

    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 116,459 shares
    Change vs previous 13F -1,335 shares

    0.65% of the 13F portfolio, value $6,294,608.

    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 117,794 shares
    Change vs previous 13F +10,545 shares

    0.63% of the 13F portfolio, value $6,332,605.

    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 107,249 shares
    Change vs previous 13F -1,542 shares

    0.61% of the 13F portfolio, value $5,863,302.

    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 108,791 shares
    Change vs previous 13F +186 shares

    0.63% of the 13F portfolio, value $5,380,802.

    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 108,605 shares
    Change vs previous 13F -293 shares

    0.64% of the 13F portfolio, value $4,915,462.

    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 108,898 shares
    Change vs previous 13F -4,559 shares

    0.6% of the 13F portfolio, value $4,795,867.

    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 113,457 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,428,917.

    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).