State location: CA | State of Inc.: CA | Fiscal Year End: 0630
formerly: HC FINANCIAL ADVISORS INC /ADV (filings through 2002-12-09)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001838234-22-000010 (34 Act) Size: 203 KB |
2022-07-25 | 028-18738 221100637 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-22-000002 (34 Act) Size: 171 KB |
2022-05-04 | 028-18738 22890593 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-22-000001 (34 Act) Size: 176 KB |
2022-01-19 | 028-18738 22539422 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-21-000006 (34 Act) Size: 177 KB |
2021-10-19 | 028-18738 211330364 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001800586-21-000006 (34 Act) Size: 187 KB |
2021-07-28 | 028-18738 211121513 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-21-000002 (34 Act) Size: 187 KB |
2021-04-21 | 028-18738 21841376 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-21-000001 (34 Act) Size: 194 KB |
2021-01-26 | 028-18738 21554290 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-20-000004 (34 Act) Size: 208 KB |
2020-10-30 | 028-18738 201276862 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-20-000003 (34 Act) Size: 195 KB |
2020-07-28 | 028-18738 201053627 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-20-000002 (34 Act) Size: 218 KB |
2020-04-08 | 028-18738 20781869 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-20-000001 (34 Act) Size: 39 KB |
2020-01-17 | 028-18738 20532686 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-19-000005 (34 Act) Size: 37 KB |
2019-10-15 | 028-18738 191151422 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-19-000004 (34 Act) Size: 27 KB |
2019-07-25 | 028-18738 19972186 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-19-000003 (34 Act) Size: 26 KB |
2019-04-23 | 028-18738 19762219 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-19-000001 (34 Act) Size: 14 KB |
2019-01-25 | 028-18738 19541765 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0000784045-18-000007 (34 Act) Size: 39 KB |
2018-05-07 | 028-18738 18810517 |
| ADV-E | Documents | [Paper]Certificate of Accounting of Client Securities and Funds in Possession or Custody of an Investment Advisor Acc-no: 9999999997-02-060774 Size: 1 KB |
2002-12-09 | 801-26182 02054237 |
| ADV-E | Documents | [Paper]Certificate of Accounting of Client Securities and Funds in Possession or Custody of an Investment Advisor Acc-no: 9999999997-02-006630 Size: 1 KB |
2002-01-28 | 801-26182 02005732 |