Cyndeo Wealth Partners, LLC: HCA position timeline

Cyndeo Wealth Partners, LLC held 0 HCA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -8,844 shares

   13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 8,844 shares

   Change vs previous 13F -1,225 shares

   0.22% of the 13F portfolio, value $4,185,483.

   13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 10,069 shares

   Change vs previous 13F -30 shares

   0.25% of the 13F portfolio, value $4,700,793.

   13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,099 shares

   Change vs previous 13F -14,376 shares

   0.24% of the 13F portfolio, value $4,304,026.

   13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,475 shares

   Change vs previous 13F not available

   0.56% of the 13F portfolio, value $9,376,320.

   13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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