HCR Wealth Advisors ETHE β€” Grayscale Ethereum TR Et

Ownership history in HCR Wealth Advisors  Β·  2 quarters on record

AI Ownership Summary

HCR Wealth Advisors reported Grayscale Ethereum TR Et (ETHE) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows ETHE at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HCR Wealth Advisors's position in Grayscale Ethereum TR Et, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ETHE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HCR Wealth Advisors held ETHE β€” position size vs. price
% of Fund (quarterly)    ETHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.0% -29.9% βœ… 6,896 -850 -11.0% 0.03% $255K 2025-10-03 $36.98
2024 Q4 INITIATED β€” β€” β€” 7,746 β€” β€” 0.03% $217K 2025-01-14 $26.78

FAQ About HCR Wealth Advisors and ETHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has HCR Wealth Advisors reported owning ETHE?

HCR Wealth Advisors reported ETHE across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported ETHE position in HCR Wealth Advisors's portfolio?

The largest reported portfolio weight for ETHE was 0.03% in 2024 Q4.

What is the latest reported ETHE position on this page?

The most recent filing on this page is 2025 Q3, when HCR Wealth Advisors reported 6,896 shares, equal to 0.03% of portfolio, with an estimated market value of $255K.

What does the chart on this ETHE ownership page compare?

The chart compares HCR Wealth Advisors's quarterly ETHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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