Position in DVA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,782
+$1,631 QoQ
Shares Held
17
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#583
of 624 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, 2026Bay Harbor Wealth Management, LLC holds $21,143 across 12 Medical Care Facilities names. DVA ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
18 | $7,018 | |
| 2 | DVA |
Davita Inc.
This page
|
17 | $3,782 | |
| 3 | THC |
Tenet Healthcare Corp
|
19 | $3,554 | |
| 4 | EHC |
Encompass Health Corp
|
19 | $1,920 | |
| 5 | UHS |
Universal Health Services Inc
|
10 | $1,486 | |
| 6 | ENSG |
Ensign Group, Inc
|
9 | $1,442 | |
| 7 | CHE |
Chemed Corp
|
2 | $931 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
40 | $428 |
All Filings in DVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,782 | 17 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $2,151 | 14 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $908 | 8 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $930 | 7 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $569 | 4 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $458 | 3 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||