Position in DVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$84,987
+$29,044 QoQ
Shares Held
382
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#495
of 624 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Larson Financial Group LLC holds $2,588,697 across 25 Medical Care Facilities names. DVA ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CON |
Concentra Group Holdings Parent, Inc.
|
24,377 | $725,215 | |
| 2 | OPCH |
Option Care Health, Inc.
|
27,022 | $566,651 | |
| 3 | SEM |
Select Medical Holdings Corp
|
21,608 | $356,748 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
847 | $330,236 | |
| 5 | GRDN |
Guardian Pharmacy Services, Inc.
|
2,076 | $86,922 | |
| 6 | DVA |
Davita Inc.
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|
382 | $84,987 | |
| 7 | BKD |
Brookdale Senior Living Inc.
|
5,005 | $80,530 | |
| 8 | UHS |
Universal Health Services Inc
|
531 | $78,954 |
All Filings in DVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,987 | 382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,943 | 364 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,632 | 164 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $531 | 4 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142 | 1 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $611 | 4 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $149 | 1 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $163 | 1 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $138 | 1 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $138 | 1 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,342 | 51 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,726 | 50 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||