STRATEGIC PLANNING GROUP, LLC: HCA position timeline

STRATEGIC PLANNING GROUP, LLC held 777 HCA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 777 shares

   Change vs previous 13F +777 shares

   0.03% of the 13F portfolio, value $303,088.

   13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -21,988 shares

   13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 21,988 shares

   Change vs previous 13F +823 shares

   1.32% of the 13F portfolio, value $10,265,565.

   13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 21,165 shares

   Change vs previous 13F +6,848 shares

   1.22% of the 13F portfolio, value $9,020,541.

   13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 14,317 shares

   Change vs previous 13F not available

   0.89% of the 13F portfolio, value $5,485,113.

   13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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