Position in DVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$88,992
+$27,516 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#494
of 625 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $225,147 across 3 Medical Care Facilities names. DVA ranks #2 (39.5% of the industry book) .
All Filings in DVA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,992 | 400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $61,476 | 400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $45,444 | 400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,148 | 400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,980 | 400 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $61,188 | 400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,820 | 400 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $65,572 | 400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,040 | 657 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $55,220 | 400 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $41,904 | 400 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $37,812 | 400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,188 | 400 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $32,444 | 400 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,868 | 400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,108 | 400 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $31,984 | 400 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $45,244 | 400 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $45,504 | 400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $46,504 | 400 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $48,172 | 400 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $43,108 | 400 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $46,960 | 400 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,260 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,656 | 400 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $30,424 | 400 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||