Position in FLS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,804,137
+$80,518 QoQ
Shares Held
37,812
+2.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#188
of 583 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HCR Wealth Advisors holds $31,721,892 across 5 Specialty Industrial Machinery names. FLS ranks #4 (8.8% of the industry book) .
All Filings in FLS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,804,137 | 37,812 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,723,619 | 37,051 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $260,175 | 3,750 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||