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Disclosery

Occidental Asset Management, LLC: HCA position timeline

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

Occidental Asset Management, LLC held 969 HCA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 969 shares
    Change vs previous 13F +133 shares

    0.04% of the 13F portfolio, value $377,803.

    13F-HR 0001214659-26-009760 filed by Occidental Asset Management, 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 836 shares
    Change vs previous 13F +257 shares

    0.05% of the 13F portfolio, value $395,629.

    13F-HR 0001214659-26-004706 filed by Occidental Asset Management, 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 579 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $270,312.

    13F-HR 0001214659-26-000248 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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