Position in HCA
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$107,999
+$90,963 QoQ
Shares Held
277
+669.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,100
of 1,324 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $121,287 across 3 Medical Care Facilities names. HCA ranks #1 (89.0% of the industry book) .
All Filings in HCA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,999 | 277 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $17,036 | 36 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,671 | 25 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,245 | 17 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,278 | 19 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,418 | 7 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $12 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $9 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $9 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $11 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||