Clearstead Trust, LLC

Position in DVA — Davita Inc.

CIK 1708001 PORTLAND, ME

Position in DVA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,231

+$5,973 QoQ

Shares Held

+117.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#566

of 624 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Trust, LLC holds $55,674 across 6 Medical Care Facilities names. DVA ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	74	$28,851
2	EHC	Encompass Health Corp	107	$10,815
3	DVA	Davita Inc. This page	37	$8,231
4	THC	Tenet Healthcare Corp	38	$7,109
5	ACHC	Acadia Healthcare Company, Inc.	12	$354
6	OPCH	Option Care Health, Inc.	15	$314

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,231	37	+117.6%	Shares	Sole	2026-08-06
2025-09-30	$2,258	17	+41.7%	Shares	Sole	2025-11-10
2025-06-30	$1,709	12	-68.4%	Shares	Sole	2025-08-08
2025-03-31	$5,812	38	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.