SEC 13F Intelligence

Invera Wealth Advisors, LLC / HCA

Invera Wealth Advisors, LLC’s Hca Healthcare Inc Position

Does Invera Wealth Advisors, LLC own Hca Healthcare Inc (HCA)? Yes — 3.3K shares worth $2M (+1.00% of its 13F portfolio) as of Q1 2026, down from 3.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
3.3K
% of Portfolio
+1.00%
Quarters Held
9
currently held

Position History HCA

Reported value by quarter
Q4 ’23: $991Q4 ’23Q1 ’24: $991,246Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ3 ’25: $1MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$2M+1.00%
Q4 20253.3K$2M+0.97%
Q3 20253.4K$1M+0.90%
Q1 20253.5K$1M+1.44%
Q4 20243.6K$1M+1.15%
Q3 20243.6K$1M+1.27%
Q2 20243.7K$1M+1.19%
Q1 20243.7K$991,246+0.62%
Q4 20233.7K$991+0.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Invera Wealth Advisors, LLC’s full portfolio or all institutional holders of HCA.