Position in DVA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$497,910
New position
Shares Held
2,238
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#328
of 624 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Alta Wealth Advisors LLC holds $916,220 across 2 Medical Care Facilities names. DVA ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
2,238 | $497,910 | |
| 2 | THC |
Tenet Healthcare Corp
|
2,236 | $418,310 |
All Filings in DVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,910 | 2,238 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||