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BSW Wealth Partners: HCA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BSW Wealth Partners on HCA, newest first. How the timeline and the estimate are built.

BSW Wealth Partners held 1,465 HCA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,465 shares
    Change vs previous 13F -30 shares

    0.06% of the 13F portfolio, value $571,211.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,495 shares
    Change vs previous 13F +225 shares

    0.09% of the 13F portfolio, value $707,512.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,270 shares
    Change vs previous 13F +122 shares

    0.07% of the 13F portfolio, value $592,928.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,148 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $489,290.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,138 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $435,977.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,134 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $391,860.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,166 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $349,978.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,169 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $475,117.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).