Position in DVA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$303,017
+$97,449 QoQ
Shares Held
1,362
+8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#408
of 625 holders
Holding Since
Sep 2024
2 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, 2026Legacy Financial Advisors, Inc. holds $567,362 across 2 Medical Care Facilities names. DVA ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
1,362 | $303,017 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
678 | $264,345 |
All Filings in DVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,017 | 1,362 | Shares | Sole | 2026-08-05 | |
| 2024-09-30 | $205,568 | 1,254 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||