United Financial Planning Group LLC
Position in HCA — HCA Healthcare, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in HCA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,747
-$2,084 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,228
of 1,326 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $15,003 across 2 Medical Care Facilities names. HCA ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
25 | $9,747 | |
| 2 | EHC |
Encompass Health Corp
|
52 | $5,256 |
All Filings in HCA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,747 | 25 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,831 | 25 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||