HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

MITT holding history

TPG Mortgage Investment Trust, 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.

MITT overview All 13F holders of MITT Full Q2 2026 holdings

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of MITT by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−3,333−100.0%	Sold outConverted for a 1-for-3 split	Holders
Q2 2021	10,000	$43.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	10,000	$40.0K	<0.1%	–	–	Holders

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