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EP Wealth Advisors, LLC: HCA position timeline

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

EP Wealth Advisors, LLC held 111,026 HCA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,026 shares
    Change vs previous 13F +7,909 shares

    0.17% of the 13F portfolio, value $43,287,826.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    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 103,117 shares
    Change vs previous 13F -1,338 shares

    0.24% of the 13F portfolio, value $48,798,956.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    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 104,455 shares
    Change vs previous 13F +809 shares

    0.25% of the 13F portfolio, value $48,765,950.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 103,646 shares
    Change vs previous 13F -1,165 shares

    0.26% of the 13F portfolio, value $39,706,860.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 104,811 shares
    Change vs previous 13F -44,035 shares

    0.29% of the 13F portfolio, value $36,217,300.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 148,846 shares
    Change vs previous 13F -1,859 shares

    0.36% of the 13F portfolio, value $44,676,193.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 150,705 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $61,250,948.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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