PERSONAL CFO SOLUTIONS, LLC

Position in DVA — Davita Inc.

CIK 1677501 CHESTER, NJ

Position in DVA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$505,029

+$205,202 QoQ

Shares Held

2,270

+24.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#324

of 625 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Healthcare · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,591,468 across 9 Medical Care Facilities names. DVA ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EHC	Encompass Health Corp	6,739	$681,178
2	HCA	HCA Healthcare, Inc.	1,487	$579,766
3	DVA	Davita Inc. This page	2,270	$505,029
4	ENSG	Ensign Group, Inc	2,571	$412,131
5	USPH	U S Physical Therapy Inc /Nv	5,519	$379,044
6	CHE	Chemed Corp	641	$298,539
7	THC	Tenet Healthcare Corp	1,497	$280,058
8	CMPS	COMPASS Pathways plc	17,180	$243,097

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,029	2,270	+24.1%	Shares	Sole	2026-08-07
2024-09-30	$299,827	1,829	-1.6%	Shares	Defined	2024-11-14
2024-06-30	$257,463	1,858	+0.6%	Shares	Defined	2024-08-09
2024-03-31	$254,978	1,847	-63.4%	Shares	Defined	2024-05-13
2021-09-30	$587,113	5,050	-0.6%	Shares	Defined	2021-11-18
2021-06-30	$611,784	5,080	+6.3%	Shares	Defined	2021-07-22
2021-03-31	$515,032	4,779	-30.1%	Shares	Defined	2021-04-21
2020-12-31	$803,016	6,840	-30.9%	Shares	Defined	2021-02-09
2020-09-30	$1,000	9,901	-2.5%	Shares	Defined	2020-11-02
2020-06-30	$803,508	10,153	+0.2%	Shares	Defined	2020-08-03
2020-03-31	$770,487	10,130	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.