Chicago Partners Investment Group LLC

Position in DVA — Davita Inc.

CIK 1563525 CHICAGO, IL

Position in DVA

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

Position Value

$677,674

+$234,125 QoQ

Shares Held

3,046

+5.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#291

of 624 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Healthcare · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $3,222,342 across 5 Medical Care Facilities names. DVA ranks #4 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHE	Chemed Corp	1,691	$787,566
2	UHS	Universal Health Services Inc	5,247	$780,176
3	HCA	HCA Healthcare, Inc.	1,748	$681,527
4	DVA	Davita Inc. This page	3,046	$677,674
5	THC	Tenet Healthcare Corp	1,579	$295,399

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,674	3,046	+5.5%	Shares	Sole	2026-07-30
2026-03-31	$443,549	2,886	+42.2%	Shares	Sole	2026-05-04
2025-09-30	$269,593	2,029	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.