HCR Wealth Advisors

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Los Angeles, CA
CIK
0001697715
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 170 456,092 13F-HR 10/20/2023 000139834423019509 HCR Wealth Advisors
Q2 2023 179 539,956 13F-HR 8/9/2023 000139834423014448 HCR Wealth Advisors
Q1 2023 175 505,232 13F-HR 5/12/2023 000139834423009625 HCR Wealth Advisors
Q4 2022 178 476,486 13F-HR 2/13/2023 000139834423002932 HCR Wealth Advisors
Q3 2022 168 470,614 13F-HR 11/7/2022 000139834422021516 HCR Wealth Advisors
Q2 2022 177 498,182 13F-HR 8/11/2022 000139834422015388 HCR Wealth Advisors
Q1 2022 187 611,818 13F-HR 5/4/2022 000139834422008813 HCR Wealth Advisors
Q4 2021 201 645,184 13F-HR 2/4/2022 000139834422002124 HCR Wealth Advisors
Q3 2021 197 599,237 13F-HR 11/1/2021 000139834421020790 HCR Wealth Advisors
Q2 2021 190 576,051 13F-HR 7/21/2021 000139834421014637 HCR Wealth Advisors
Q1 2021 180 505,760 13F-HR 5/12/2021 000139834421010569 HCR Wealth Advisors
Q4 2020 267 477,807 13F-HR 2/4/2021 000139834421002330 HCR Wealth Advisors
Q3 2020 240 437,375 13F-HR 11/5/2020 000139834420021394 HCR Wealth Advisors
Q2 2020 246 426,180 13F-HR 7/30/2020 000139834420014646 HCR Wealth Advisors
Q1 2020 236 349,565 13F-HR 5/8/2020 000139834420009723 HCR Wealth Advisors
Q4 2019 236 412,222 13F-HR 2/7/2020 000139834420002388 HCR Wealth Advisors
Q3 2019 146 301,210 13F-HR 11/7/2019 000139834419019242 HCR Wealth Advisors
Q2 2019 154 351,663 13F-HR 7/25/2019 000139834419012428 HCR Wealth Advisors
Q1 2019 176 348,036 13F-HR 5/10/2019 000139834419008437 HCR Wealth Advisors
Q4 2018 160 309,542 13F-HR 1/31/2019 000139834419001670 HCR Wealth Advisors
Q3 2018 156 306,986 13F-HR 11/9/2018 000139834418016189 HCR Wealth Advisors
Q2 2018 171 304,765 13F-HR 8/14/2018 000139834418011876 HCR Wealth Advisors
Q1 2018 168 288,349 13F-HR 5/15/2018 000139834418007625 HCR Wealth Advisors
Q4 2017 170 286,287 13F-HR 2/13/2018 000139834418002001 HCR Wealth Advisors
Q3 2017 161 237,589 13F-HR 11/13/2017 000139834417014462 HCR Wealth Advisors
Q2 2017 143 202,490 RESTATEMENT 8/16/2017 000139834417010423 HCR Wealth Advisors
Q2 2017 34 18,894 13F-HR 8/15/2017 000139834417010341 HCR Wealth Advisors
Q1 2017 155 195,227 13F-HR 5/11/2017 000139834417006244 HCR Wealth Advisors
Q4 2016 154 189,300 13F-HR 2/14/2017 000139834417002098 HCR Wealth Advisors