Position in DVA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$889
+$275 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#617
of 633 holders
Holding Since
Jun 2023
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, 2026Avion Wealth holds $29,080 across 11 Medical Care Facilities names. DVA ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
50 | $19,494 | |
| 2 | BKD |
Brookdale Senior Living Inc.
|
400 | $6,436 | |
| 3 | CHE |
Chemed Corp
|
2 | $931 | |
| 4 | DVA |
Davita Inc.
This page
|
4 | $889 | |
| 5 | LFST |
LifeStance Health Group, Inc.
|
78 | $835 | |
| 6 | PIII |
P3 Health Partners Inc.
|
45 | $486 | |
| 7 | UHS |
Universal Health Services Inc
|
23 | $3 | |
| 8 | EHC |
Encompass Health Corp
|
36 | $3 |
All Filings in DVA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889 | 4 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $614 | 4 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $454 | 4 | Shares | Sole | 2026-01-23 | |
| 2025-03-31 | $458 | 3 | Shares | Sole | 2025-05-09 | |
| 2023-09-30 | $1,039 | 11 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $602 | 6 | Shares | Other | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||