Position in DVA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,796,082
+$824,835 QoQ
Shares Held
18,193
+4.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5.826416753696477.ToString("F0")%
Shared 0.ToString("F0")%
None 94.17358324630352.ToString("F0")%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $114,858,018 across 31 Medical Care Facilities names. DVA ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
54,744 | $25,907,050 | |
| 2 | THC |
Tenet Healthcare Corp
|
116,496 | $21,983,960 | |
| 3 | ENSG |
Ensign Group, Inc
|
90,117 | $18,158,575 | |
| 4 | UHS |
Universal Health Services Inc
|
44,830 | $8,023,225 | |
| 5 | ASTH |
Astrana Health, Inc.
|
309,125 | $7,579,745 | |
| 6 | EHC |
Encompass Health Corp
|
72,773 | $7,039,332 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
123,331 | $3,977,424 | |
| 8 | DVA |
Davita Inc.
This page
|
18,193 | $2,796,082 |
All Filings in DVA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,796,082 | 18,193 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,971,247 | 17,351 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,880,049 | 36,728 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,757,547 | 19,358 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,858,856 | 18,689 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,051,975 | 13,721 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,042,049 | 18,557 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,165,710 | 15,629 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,228,541 | 16,143 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,689,883 | 16,131 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,517,490 | 16,053 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $992,141 | 9,875 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $754,485 | 9,302 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,364,276 | 31,663 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,611,724 | 31,554 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,426,566 | 17,841 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,833,060 | 16,206 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,954,738 | 17,183 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,068,846 | 17,795 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,995,645 | 16,571 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,284,618 | 11,920 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,580,673 | 13,464 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,101,202 | 12,857 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $745,736 | 9,423 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $542,079 | 7,127 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||