HCR Wealth AdvisorsGrowthConcentrated long-term

CIK: 0001697715 | LOS ANGELES, CA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	267	$1.3B	2026-10-15	SEC ↗
Q2 2026	13F-HR	259	$1.1B	2026-07-13	SEC ↗
Q1 2026	13F-HR	241	$964.4M	2026-04-21	SEC ↗
Q4 2025	13F-HR	255	$1.0B	2026-01-27	SEC ↗
Q3 2025	13F-HR	244	$965.7M	2025-10-03	SEC ↗
Q2 2025	13F-HR	237	$849.7M	2025-07-17	SEC ↗
Q1 2025	13F-HR	230	$768.1M	2025-04-21	SEC ↗
Q4 2024	13F-HR	228	$798.2M	2025-01-14	SEC ↗
Q3 2024	13F-HR	229	$764.2M	2024-10-10	SEC ↗
Q2 2024	13F-HR	220	$699.7M	2024-08-07	SEC ↗
Q1 2024	13F-HR	223	$659.4M	2024-05-10	SEC ↗
Q4 2023	13F-HR	205	$633.1M	2024-02-09	SEC ↗
Q3 2023	13F-HR	170	$456.1M	2023-10-20	SEC ↗
Q2 2023	13F-HR	179	$540.0M	2023-08-10	SEC ↗
Q1 2023	13F-HR	175	$505.2M	2023-05-12	SEC ↗
Q4 2022	13F-HR	178	$476.5M	2023-02-13	SEC ↗
Q3 2022	13F-HR	168	$36.7M	2022-11-07	SEC ↗
Q2 2022	13F-HR	177	$28.2M	2022-08-12	SEC ↗
Q1 2022	13F-HR	187	$29.3M	2022-05-05	SEC ↗
Q4 2021	13F-HR	201	$32.7M	2022-02-04	SEC ↗
Q3 2021	13F-HR	197	$34.7M	2021-11-02	SEC ↗
Q2 2021	13F-HR	190	$33.2M	2021-07-21	SEC ↗
Q1 2021	13F-HR	180	$27.7M	2021-05-13	SEC ↗
Q4 2020	13F-HR	267	$17.7M	2021-02-04	SEC ↗
Q3 2020	13F-HR	240	$16.3M	2020-11-05	SEC ↗
Q2 2020	13F-HR	246	$9.6M	2020-07-30	SEC ↗
Q1 2020	13F-HR	237	$8.6M	2020-05-08	SEC ↗
Q4 2019	13F-HR	237	$9.5M	2020-02-07	SEC ↗
Q3 2019	13F-HR	149	$10.6M	2019-11-07	SEC ↗
Q2 2019	13F-HR	158	$7.8M	2019-07-25	SEC ↗
Q1 2019	13F-HR	176	$3.0M	2019-05-10	SEC ↗
Q4 2018	13F-HR	161	$5.6M	2019-01-31	SEC ↗
Q3 2018	13F-HR	157	$1.8M	2018-11-09	SEC ↗
Q2 2018	13F-HR	173	$6.2M	2018-08-14	SEC ↗
Q1 2018	13F-HR	175	$7.0M	2018-05-15	SEC ↗
Q4 2017	13F-HR	171	$4.9M	2018-02-13	SEC ↗
Q3 2017	13F-HR	161	$4.2M	2017-11-13	SEC ↗
Q2 2017Amended	13F-HR/A	34	$647.3K	2017-08-15	SEC ↗
Q1 2017	13F-HR	162	$3.1M	2017-05-11	SEC ↗
Q4 2016	13F-HR	154	$3.0M	2017-02-14	SEC ↗