Institute for Wealth Management, LLC.

Position in HCA — HCA Healthcare, Inc.

CIK 1533954 DENVER, CO

Position in HCA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$954,060

-$188,814 QoQ

Shares Held

2,447

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#692

of 1,326 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,003,111 across 5 Medical Care Facilities names. HCA ranks #1 (95.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc. This page	2,447	$954,060
2	UHS	Universal Health Services Inc	200	$29,738
3	THC	Tenet Healthcare Corp	90	$16,837
4	AMN	Amn Healthcare Services Inc	74	$2,395
5	DVA	Davita Inc.	0	$81

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$954,060	2,447	+1.3%	Shares	Sole	2026-07-28
2026-03-31	$1,142,874	2,415	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$1,136,804	2,435	-1.9%	Shares	Sole	2026-01-27
2025-09-30	$1,057,402	2,481	-3.1%	Shares	Sole	2025-10-17
2025-06-30	$981,119	2,561	0.0%	Shares	Sole	2025-07-18
2025-03-31	$884,953	2,561	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$769,284	2,563	-1.4%	Shares	Sole	2025-01-23
2024-09-30	$1,056,311	2,599	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$834,364	2,597	-0.7%	Shares	Sole	2024-07-25
2024-03-31	$872,514	2,616	0.0%	Shares	Sole	2024-04-30
2023-12-31	$708,098	2,616	-0.7%	Shares	Sole	2024-01-31
2023-09-30	$647,911	2,634	+0.1%	Shares	Sole	2023-10-13
2023-06-30	$798,759	2,632	-0.7%	Shares	Sole	2023-07-25
2023-03-31	$699,015	2,651	-0.2%	Shares	Sole	2023-04-20
2022-12-31	$637,093	2,655	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$494,027	2,688	0.0%	Shares	Sole	2022-10-18
2022-06-30	$451,745	2,688	-0.4%	Shares	Sole	2022-07-25
2022-03-31	$676,423	2,699	+0.6%	Shares	Sole	2022-04-29
2021-12-31	$689,316	2,683	0.0%	Shares	Sole	2022-01-21
2021-09-30	$651,217	2,683	0.0%	Shares	Sole	2021-11-15
2021-06-30	$554,683	2,683	0.0%	Shares	Sole	2021-07-21
2021-03-31	$505,316	2,683	0.0%	Shares	Sole	2021-05-04
2020-12-31	$441,246	2,683	-14.4%	Shares	Sole	2021-02-01
2020-09-30	$390,622	3,133	+1.7%	Shares	Sole	2020-11-03
2020-06-30	$299,041	3,081	0.0%	Shares	Sole	2020-07-30
2020-03-31	$276,827	3,081	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.