Institute for Wealth Management, LLC.

Position in DVA — Davita Inc.

CIK 1533954 DENVER, CO

Position in DVA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$81

New position

Shares Held

0

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#625

of 625 holders

Holding Since

Jun 2026

1 quarter on record

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,003,111 across 5 Medical Care Facilities names. DVA ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	2,447	$954,060
2	UHS	Universal Health Services Inc	200	$29,738
3	THC	Tenet Healthcare Corp	90	$16,837
4	AMN	Amn Healthcare Services Inc	74	$2,395
5	DVA	Davita Inc. This page	0	$81

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81	0	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.