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Disclosery

Transform Wealth, LLC: HCA position timeline

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

Transform Wealth, LLC held 25,904 HCA shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 25,904 shares
    Change vs previous 13F +626 shares

    0.54% of the 13F portfolio, value $8,951,011.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 25,278 shares
    Change vs previous 13F +2,847 shares

    0.42% of the 13F portfolio, value $7,587,109.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 22,431 shares
    Change vs previous 13F +236 shares

    0.6% of the 13F portfolio, value $9,116,741.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 22,195 shares
    Change vs previous 13F +935 shares

    0.54% of the 13F portfolio, value $7,130,901.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 21,260 shares
    Change vs previous 13F +766 shares

    0.67% of the 13F portfolio, value $7,090,999.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 20,494 shares
    Change vs previous 13F +185 shares

    0.54% of the 13F portfolio, value $5,547,316.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 20,309 shares
    Change vs previous 13F +618 shares

    0.53% of the 13F portfolio, value $4,995,608.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 19,691 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,975,825.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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