Position in HCA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$304,893
-$65,180 QoQ
Shares Held
782
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#938
of 1,323 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Lee Financial Co holds $304,893 across 1 Medical Care Facilities name. HCA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
782 | $304,893 |
All Filings in HCA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,893 | 782 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $370,073 | 782 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $365,083 | 782 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $347,778 | 816 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $300,350 | 784 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $273,674 | 792 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $246,422 | 821 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $333,678 | 821 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $253,168 | 788 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $262,821 | 788 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $211,671 | 782 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $192,355 | 782 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $237,321 | 782 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $206,197 | 782 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $197,966 | 825 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $153,280 | 834 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $377,798 | 2,248 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $565,147 | 2,255 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $581,666 | 2,264 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $544,906 | 2,245 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $458,549 | 2,218 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $408,697 | 2,170 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $356,878 | 2,170 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $270,555 | 2,170 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $210,620 | 2,170 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $194,974 | 2,170 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||