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Meridian Wealth Management, LLC

Position in DVA — Davita Inc.

CIK 1697300 LEXINGTON, KY

Position in DVA

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,203,616
+$372,768 QoQ
Shares Held
5,410
+0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#235
of 625 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in DVA Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $1,842,940 across 3 Medical Care Facilities names. DVA ranks #1 (65.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DVA
Davita Inc.
This page
5,410 $1,203,616

All Filings in DVA

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,203,616 5,410
2026-03-31 $830,848 5,406
2025-12-31 $611,676 5,384
2025-09-30 $714,707 5,379
2025-06-30 $922,506 6,476
2025-03-31 $1,098,477 7,181
2024-12-31 $1,308,113 8,747
2024-09-30 $1,367,340 8,341
2024-06-30 $1,007,126 7,268
2023-12-31 $620,283 5,921
2023-09-30 $544,020 5,755
2023-06-30 $623,617 6,207
2023-03-31 $513,669 6,333
2022-12-31 $482,218 6,458
2022-09-30 $526,251 6,358
2022-06-30 $1,025,886 12,830