Position in DVA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,002
+$773 QoQ
Shares Held
9
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 114 holders
Holding Since
Jun 2021
11 quarters on record
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $3,491,200 across 8 Medical Care Facilities names. DVA ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
7,615 | $2,969,012 | |
| 2 | SNDA |
Sonida Senior Living, Inc.
|
9,300 | $379,440 | |
| 3 | ENSG |
Ensign Group, Inc
|
434 | $69,570 | |
| 4 | NUTX |
Nutex Health Inc.
|
203 | $34,690 | |
| 5 | THC |
Tenet Healthcare Corp
|
164 | $30,681 | |
| 6 | SRTA |
Strata Critical Medical, Inc.
|
763 | $4,021 | |
| 7 | DVA |
Davita Inc.
This page
|
9 | $2,002 | |
| 8 | UHS |
Universal Health Services Inc
|
12 | $1,784 |
All Filings in DVA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002 | 9 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,229 | 8 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $908 | 8 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,195 | 9 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,669 | 110 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,673 | 109 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,300 | 109 | Shares | Sole | 2025-01-24 | |
| 2022-03-31 | $33,028 | 292 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $34,241 | 301 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $33,947 | 292 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $35,165 | 292 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||