Independent Advisor Alliance

Position in HCA — HCA Healthcare, Inc.

CIK 1696899 CHARLOTTE, NC

Position in HCA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,217,172

-$132,052 QoQ

Shares Held

2,572

-11.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Independent Advisor Alliance holds $2,830,034 across 5 Medical Care Facilities names. HCA ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc. This page	2,572	$1,217,172
2	CHE	Chemed Corp	1,622	$612,693
3	SNDA	Sonida Senior Living, Inc.	15,041	$485,072
4	NHC	National Healthcare Corp	2,601	$415,379
5	CYH	Community Health Systems Inc	33,918	$99,718

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,217,172	2,572	-11.0%	Shares	Sole	2026-05-12
2025-12-31	$1,349,224	2,890	+1.7%	Shares	Sole	2026-02-04
2025-09-30	$1,211,260	2,842	+2.4%	Shares	Sole	2025-11-04
2025-06-30	$1,063,102	2,775	+6.2%	Shares	Sole	2025-08-11
2025-03-31	$902,576	2,612	+32.9%	Shares	Sole	2025-05-12
2024-12-31	$589,793	1,965	+72.1%	Shares	Sole	2025-02-07
2024-09-30	$464,142	1,142	+20.5%	Shares	Sole	2024-11-13
2024-06-30	$304,573	948	+8.5%	Shares	Sole	2024-08-12
2024-03-31	$291,505	874	-7.8%	Shares	Sole	2024-05-08
2023-12-31	$256,604	948	+8.2%	Shares	Sole	2024-02-08
2023-09-30	$215,478	876	-4.3%	Shares	Sole	2023-10-24
2023-06-30	$277,684	915	0.0%	Shares	Sole	2023-07-28
2023-03-31	$241,267	915	-2.9%	Shares	Sole	2023-05-12
2022-03-31	$236,084	942	-1.5%	Shares	Sole	2022-05-06
2021-12-31	$245,615	956	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.