Position in DVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$952,214
+$591,197 QoQ
Shares Held
4,280
+82.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#259
of 629 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $5,584,280 across 7 Medical Care Facilities names. DVA ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
5,701 | $2,222,761 | |
| 2 | DVA |
Davita Inc.
This page
|
4,280 | $952,214 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
27,791 | $820,668 | |
| 4 | ARDT |
Ardent Health, Inc.
|
70,058 | $689,370 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,665 | $427,198 | |
| 6 | CHE |
Chemed Corp
|
513 | $238,924 | |
| 7 | UHS |
Universal Health Services Inc
|
1,568 | $233,145 |
All Filings in DVA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,214 | 4,280 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $361,017 | 2,349 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $280,616 | 2,470 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $322,076 | 2,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $336,466 | 2,362 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $428,926 | 2,804 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $406,475 | 2,718 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $304,254 | 1,856 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,594 | 1,794 | Shares | Defined | 2024-08-15 | |
| 2020-06-30 | $4,025,376 | 50,864 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,617,568 | 21,267 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||