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Disclosery

Evergreen Private Wealth LLC: HCA position timeline

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

Evergreen Private Wealth LLC held 11,021 HCA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,021 shares
    Change vs previous 13F +160 shares

    1.59% of the 13F portfolio, value $4,297,169.

    13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth 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 10,861 shares
    Change vs previous 13F -179 shares

    2.08% of the 13F portfolio, value $5,139,896.

    13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth 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 11,040 shares
    Change vs previous 13F -1,944 shares

    2.03% of the 13F portfolio, value $5,154,015.

    13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,984 shares
    Change vs previous 13F -252 shares

    2.24% of the 13F portfolio, value $5,533,783.

    13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,236 shares
    Change vs previous 13F +192 shares

    2.12% of the 13F portfolio, value $5,070,538.

    13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth LLC
    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 13,044 shares
    Change vs previous 13F +257 shares

    2.11% of the 13F portfolio, value $4,507,426.

    13F-HR 0002010098-25-000003 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,787 shares
    Change vs previous 13F +35 shares

    1.8% of the 13F portfolio, value $3,837,893.

    13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth LLC
    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 12,752 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $5,182,773.

    13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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