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Caliber Wealth Management, LLC / KS: HCA position timeline

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

Caliber Wealth Management, LLC / KS held 6,420 HCA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,420 shares
    Change vs previous 13F -240 shares

    0.24% of the 13F portfolio, value $2,503,266.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    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 6,660 shares
    Change vs previous 13F -12 shares

    0.34% of the 13F portfolio, value $3,151,937.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    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 6,672 shares
    Change vs previous 13F -213 shares

    0.34% of the 13F portfolio, value $3,115,005.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    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 6,885 shares
    Change vs previous 13F -1,295 shares

    0.33% of the 13F portfolio, value $2,934,458.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    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 8,180 shares
    Change vs previous 13F +482 shares

    0.34% of the 13F portfolio, value $3,133,804.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    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 7,698 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,660,059.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

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