Creative Planning

Position in DVA — Davita Inc.

CIK 1540235 OVERLAND PARK, KS

Position in DVA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,149,521

+$2,196,829 QoQ

Shares Held

23,146

+20.5% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#114

of 623 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. DVA ranks #7 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	78,107	$30,453,137
2	CHE	Chemed Corp	25,772	$12,003,050
3	ENSG	Ensign Group, Inc	54,157	$8,681,366
4	UHS	Universal Health Services Inc	52,582	$7,818,416
5	EHC	Encompass Health Corp	75,142	$7,595,352
6	FMS	Fresenius Medical Care AG	297,333	$6,722,698
7	DVA	Davita Inc. This page	23,146	$5,149,521
8	NHC	National Healthcare Corp	19,715	$4,166,962

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,149,521	23,146	+20.5%	Shares	Defined	2026-08-13
2026-03-31	$2,952,692	19,212	+113.0%	Shares	Sole	2026-05-12
2025-12-31	$1,024,875	9,021	+3.3%	Shares	Sole	2026-02-17
2025-09-30	$1,160,884	8,737	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,244,442	8,736	+11.6%	Shares	Defined	2025-08-08
2025-03-31	$1,197,602	7,829	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$1,167,835	7,809	+2.8%	Shares	Defined	2025-02-14
2024-09-30	$1,245,867	7,600	-8.4%	Shares	Defined	2024-10-11
2024-06-30	$1,149,712	8,297	+5.0%	Shares	Sole	2024-08-15
2024-03-31	$1,091,008	7,903	-1.7%	Shares	Sole	2024-05-13
2023-12-31	$842,270	8,040	-22.6%	Shares	Defined	2024-02-14
2023-09-30	$981,788	10,386	-7.8%	Shares	Defined	2023-11-16
2023-06-30	$1,131,693	11,264	+3.3%	Shares	Sole	2023-07-21
2023-03-31	$884,341	10,903	+4.0%	Shares	Sole	2023-05-15
2022-12-31	$782,989	10,486	+23.1%	Shares	Sole	2023-02-10
2022-09-30	$705,200	8,520	+9.0%	Shares	Sole	2022-11-03
2022-06-30	$625,047	7,817	-2.9%	Shares	Sole	2022-08-15
2022-03-31	$910,874	8,053	+24.1%	Shares	Sole	2022-05-16
2021-12-31	$738,188	6,489	+4.8%	Shares	Sole	2022-02-11
2021-09-30	$719,881	6,192	-2.8%	Shares	Sole	2021-11-10
2021-06-30	$767,500	6,373	+2.1%	Shares	Sole	2021-08-04
2021-03-31	$672,808	6,243	+1.8%	Shares	Sole	2021-04-30
2020-12-31	$719,662	6,130	+0.5%	Shares	Sole	2021-01-29
2020-09-30	$522,636	6,102	+6.7%	Shares	Sole	2020-11-05
2020-06-30	$452,680	5,720	-0.6%	Shares	Sole	2020-07-23
2020-03-31	$437,573	5,753	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.