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Financial Strategies Group, Inc.

Position in DVA — Davita Inc.

CIK 1774343 OKEMOS, MI

Position in DVA

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,191,380
+$59,761 QoQ
Shares Held
5,355
-27.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#236
of 625 holders
Holding Since
Jun 2024
9 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, 2026

Financial Strategies Group, Inc. holds $12,600,372 across 3 Medical Care Facilities names. DVA ranks #2 (9.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DVA
Davita Inc.
This page
5,355 $1,191,380

All Filings in DVA

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,191,380 5,355
2026-03-31 $1,131,619 7,363
2025-12-31 $970,683 8,544
2025-09-30 $936,202 7,046
2025-06-30 $777,207 5,456
2025-03-31 $717,123 4,688
2024-12-31 $576,814 3,857
2024-09-30 $513,920 3,135
2024-06-30 $364,577 2,631