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Venturi Wealth Management, LLC: HCA position timeline

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

Venturi Wealth Management, LLC held 4,471 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 4,471 shares
    Change vs previous 13F -401 shares

    0.07% of the 13F portfolio, value $1,742,853.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth 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 4,872 shares
    Change vs previous 13F -332 shares

    0.1% of the 13F portfolio, value $2,305,203.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth 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 5,204 shares
    Change vs previous 13F +510 shares

    0.11% of the 13F portfolio, value $2,429,119.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, 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 4,694 shares
    Change vs previous 13F -769 shares

    0.09% of the 13F portfolio, value $2,000,622.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, 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 5,463 shares
    Change vs previous 13F -70 shares

    0.1% of the 13F portfolio, value $2,092,908.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, 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 5,533 shares
    Change vs previous 13F +290 shares

    0.1% of the 13F portfolio, value $1,911,956.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, 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 5,243 shares
    Change vs previous 13F -92 shares

    0.08% of the 13F portfolio, value $1,573,708.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, 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 5,335 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,168,329.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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