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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

C holding history

Citigroup Inc in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
6,555
Value
$917.6K
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of C by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,555$917.6K0.1%+397+6.4%AddedHolders
Q1 20266,158$698.5K0.1%+20.0%AddedHolders
Q4 20256,156$718.4K0.1%+6,156NewHolders
Q1 20240$00.0%−17,339−100.0%Sold outHolders
Q4 202317,339$891.9K0.1%+2,892+20.0%AddedHolders
Q3 202314,447$594.2K0.1%−1,746−10.8%ReducedHolders
Q2 202316,193$745.5K0.1%−290−1.8%ReducedHolders
Q1 202316,483$772.9K0.2%−118−0.7%ReducedHolders
Q4 202216,601$750.9K0.2%−3,159−16.0%ReducedHolders
Q3 202219,760$823.0K0.2%−297−1.5%ReducedHolders
Q2 202220,057$922.0K0.2%−8,904−30.7%ReducedHolders
Q1 202228,961$1.55M0.3%−2,250−7.2%ReducedHolders
Q4 202131,211$1.89M0.3%−3,359−9.7%ReducedHolders
Q3 202134,570$2.43M0.4%+3,631+11.7%AddedHolders
Q2 202130,939$2.19M0.4%+5,534+21.8%AddedHolders
Q1 202125,405$1.85M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.