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CIK 0001697715 • 7 13F filings • Apr 21, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("hcr-wealth-advisors","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001697715-25-000007 |
| $965.7M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001697715-26-000004 | $1.12B | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001697715-25-000005 | $849.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001697715-26-000003 | $964.4M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001697715-25-000003 | $768.1M | View |