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Disclosery

HCR Wealth Advisors: VYM position timeline

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

HCR Wealth Advisors held 656,338 VYM 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 656,338 shares
    Change vs previous 13F +10,349 shares

    9.28% of the 13F portfolio, value $103,721,164.

    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 645,989 shares
    Change vs previous 13F +3,870 shares

    9.92% of the 13F portfolio, value $95,671,108.

    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 642,119 shares
    Change vs previous 13F +4,156 shares

    9.13% of the 13F portfolio, value $92,157,034.

    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 637,963 shares
    Change vs previous 13F +12,033 shares

    9.31% of the 13F portfolio, value $89,895,424.

    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 625,930 shares
    Change vs previous 13F +21,493 shares

    9.82% of the 13F portfolio, value $83,442,860.

    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 604,437 shares
    Change vs previous 13F +19,866 shares

    10.15% of the 13F portfolio, value $77,948,258.

    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 584,571 shares
    Change vs previous 13F +25,732 shares

    9.34% of the 13F portfolio, value $74,585,459.

    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 558,839 shares
    Change vs previous 13F not available

    9.38% of the 13F portfolio, value $71,643,194.

    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).