Position in DVA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$66,744
+$51,375 QoQ
Shares Held
300
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#505
of 625 holders
Holding Since
Mar 2025
6 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, 2026Costello Asset Management, INC holds $85,111 across 2 Medical Care Facilities names. DVA ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
300 | $66,744 | |
| 2 | INNV |
InnovAge Holding Corp.
|
1,550 | $18,367 |
All Filings in DVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,744 | 300 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,369 | 100 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,361 | 100 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,287 | 100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,245 | 100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $15,297 | 100 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||