Position in HCA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$276,042
-$36,769 QoQ
Shares Held
708
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#975
of 1,326 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,048,882 across 3 Medical Care Facilities names. HCA ranks #2 (26.3% of the industry book) .
All Filings in HCA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,042 | 708 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $312,811 | 661 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $394,496 | 845 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $430,888 | 1,011 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $383,483 | 1,001 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $342,771 | 1,142 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $762,056 | 1,875 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $632,600 | 1,969 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,144,674 | 3,432 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $605,240 | 2,236 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $844,203 | 3,432 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $982,364 | 3,237 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $628,613 | 2,384 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $643,572 | 2,682 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,358,759 | 7,393 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $289,230 | 1,721 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $551,613 | 2,201 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $498,167 | 1,939 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $503,643 | 2,075 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $269,588 | 1,304 | Shares | Other | 2021-08-10 | |
| 2020-12-31 | $304,086 | 1,849 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||