Position in AVAH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,378,930
+$1,050,168 QoQ
Shares Held
160,902
+215.2% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 212 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVAH Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $112,437,405 across 33 Medical Care Facilities names. AVAH ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
62,042 | $24,189,555 | |
| 2 | THC |
Tenet Healthcare Corp
|
75,169 | $14,062,616 | |
| 3 | DVA |
Davita Inc.
|
48,449 | $10,778,933 | |
| 4 | ASTH |
Astrana Health, Inc.
|
221,696 | $10,288,911 | |
| 5 | ENSG |
Ensign Group, Inc
|
62,321 | $9,990,056 | |
| 6 | EHC |
Encompass Health Corp
|
71,738 | $7,251,277 | |
| 7 | UHS |
Universal Health Services Inc
|
35,393 | $5,262,585 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
106,773 | $4,356,338 |
All Filings in AVAH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,378,930 | 160,902 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $328,762 | 51,050 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $419,333 | 51,326 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $189,551 | 21,370 | Shares | Sole | 2025-11-12 | |
| 2023-03-31 | $11,960 | 11,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,970 | 11,500 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $80,910 | 35,801 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $124,201 | 16,784 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||