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Disclosery

LVW Advisors, LLC: HCA position timeline

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

LVW Advisors, LLC held 3,738 HCA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,738 shares
    Change vs previous 13F -55 shares

    0.13% of the 13F portfolio, value $1,457,409.

    13F-HR 0001576053-26-000004 filed by LVW 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 3,793 shares
    Change vs previous 13F +201 shares

    0.18% of the 13F portfolio, value $1,795,000.

    13F-HR 0001576053-26-000002 filed by LVW 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 3,592 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,676,962.

    13F-HR 0001576053-26-000001 filed by LVW 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 ended2025-09-30
    13F 3,592 shares
    Change vs previous 13F -47 shares

    0.16% of the 13F portfolio, value $1,530,911.

    13F-HR 0001576053-25-000003 filed by LVW 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 ended2025-06-30
    13F 3,639 shares
    Change vs previous 13F +653 shares

    0.16% of the 13F portfolio, value $1,394,101.

    13F-HR 0001085146-25-003901 filed by LVW 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 ended2025-03-31
    13F 2,986 shares
    Change vs previous 13F +94 shares

    0.12% of the 13F portfolio, value $1,031,813.

    13F-HR 0001085146-25-001955 filed by LVW 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 ended2024-12-31
    13F 2,892 shares
    Change vs previous 13F -1,492 shares

    0.11% of the 13F portfolio, value $868,034.

    13F-HR 0001085146-25-000247 filed by LVW Advisors, 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 4,384 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,781,790.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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