Position in HCA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$860,877
-$690,876 QoQ
Shares Held
2,208
-32.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#710
of 1,326 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Invera Wealth Advisors, LLC holds $860,877 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
|
2,208 | $860,877 |
All Filings in HCA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,877 | 2,208 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,551,753 | 3,279 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,535,969 | 3,290 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,466,980 | 3,442 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,326,292 | 3,462 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,221,173 | 3,534 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $1,070,334 | 3,566 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,458,677 | 3,589 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,177,169 | 3,664 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,214,382 | 3,641 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $991,230 | 3,662 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||