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Disclosery

Live Oak Private Wealth LLC: HCA position timeline

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

Live Oak Private Wealth LLC held 33,268 HCA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,268 shares
    Change vs previous 13F -1,668 shares

    1.62% of the 13F portfolio, value $12,971,053.

    13F-HR 0001398344-26-012327 filed by Live Oak 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 34,936 shares
    Change vs previous 13F -335 shares

    2.3% of the 13F portfolio, value $16,533,210.

    13F-HR 0001398344-26-006713 filed by Live Oak 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 35,271 shares
    Change vs previous 13F -458 shares

    2.24% of the 13F portfolio, value $16,466,545.

    13F-HR 0001398344-26-001078 filed by Live Oak 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 35,729 shares
    Change vs previous 13F +42 shares

    2.12% of the 13F portfolio, value $15,227,539.

    13F-HR 0001398344-25-019258 filed by Live Oak 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 35,687 shares
    Change vs previous 13F +35 shares

    2.04% of the 13F portfolio, value $13,671,836.

    13F-HR 0001398344-25-014372 filed by Live Oak 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 35,652 shares
    Change vs previous 13F +626 shares

    2% of the 13F portfolio, value $12,319,587.

    13F-HR 0001398344-25-007477 filed by Live Oak 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 35,026 shares
    Change vs previous 13F +1,307 shares

    1.77% of the 13F portfolio, value $10,512,998.

    13F-HR 0001398344-25-001194 filed by Live Oak 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 33,719 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $13,704,300.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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