Position in DVA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,779
+$550 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#597
of 624 holders
Holding Since
Dec 2023
11 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, 2026TFC Financial Management, Inc. holds $6,673 across 9 Medical Care Facilities names. DVA ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
8 | $3,119 | |
| 2 | DVA |
Davita Inc.
This page
|
8 | $1,779 | |
| 3 | CMPS |
COMPASS Pathways plc
|
52 | $735 | |
| 4 | UHS |
Universal Health Services Inc
|
3 | $446 | |
| 5 | THC |
Tenet Healthcare Corp
|
1 | $187 | |
| 6 | ENSG |
Ensign Group, Inc
|
1 | $160 | |
| 7 | EHC |
Encompass Health Corp
|
1 | $101 | |
| 8 | ADUS |
Addus HomeCare Corp
|
1 | $100 |
All Filings in DVA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779 | 8 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,229 | 8 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $908 | 8 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,062 | 8 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,139 | 8 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,223 | 8 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,196 | 8 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,311 | 8 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,108 | 8 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,764 | 49 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $838 | 8 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||