Position in HCA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$672,949
-$500,685 QoQ
Shares Held
1,726
-30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#763
of 1,324 holders
Holding Since
Sep 2024
7 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, 2026Compound Planning, Inc. holds $1,655,383 across 4 Medical Care Facilities names. HCA ranks #1 (40.7% of the industry book) .
All Filings in HCA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,949 | 1,726 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,173,634 | 2,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $931,384 | 1,995 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $688,313 | 1,615 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $473,511 | 1,236 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,633 | 925 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $232,477 | 572 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||