Position in DVA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$15,369
+$4,008 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Costello Asset Management, INC holds $27,800 across 2 Medical Care Facilities names. DVA ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
100 | $15,369 | |
| 2 | INNV |
InnovAge Holding Corp.
|
1,550 | $12,431 |
All Filings in DVA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||