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Disclosery

HCR Wealth Advisors: XLU position timeline

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

HCR Wealth Advisors held 98,259 XLU 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 98,259 shares
    Change vs previous 13F -3,704 shares

    0.4% of the 13F portfolio, value $4,455,085.

    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 101,963 shares
    Change vs previous 13F +2,939 shares

    0.49% of the 13F portfolio, value $4,679,105.

    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 99,024 shares
    Change vs previous 13F +48,011 shares

    0.42% of the 13F portfolio, value $4,227,355.

    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 51,013 shares
    Change vs previous 13F -1,089 shares

    0.46% of the 13F portfolio, value $4,483,576.

    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 52,102 shares
    Change vs previous 13F +1,154 shares

    0.5% of the 13F portfolio, value $4,254,690.

    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 50,948 shares
    Change vs previous 13F +452 shares

    0.52% of the 13F portfolio, value $4,017,289.

    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 50,496 shares
    Change vs previous 13F +347 shares

    0.48% of the 13F portfolio, value $3,822,080.

    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 50,149 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,051,076.

    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).