Position in DVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$667,440
+$206,370 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#292
of 625 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Performance Wealth Partners, LLC holds $960,637 across 2 Medical Care Facilities names. DVA ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
3,000 | $667,440 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
752 | $293,197 |
All Filings in DVA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,440 | 3,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $461,070 | 3,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $340,830 | 3,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $398,610 | 3,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $427,350 | 3,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $458,910 | 3,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $449,846 | 3,008 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $493,101 | 3,008 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $415,710 | 3,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $414,150 | 3,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $314,280 | 3,000 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $283,590 | 3,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $602,820 | 6,000 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $486,660 | 6,000 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $448,020 | 6,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $496,620 | 6,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $479,760 | 6,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $678,660 | 6,000 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $682,560 | 6,000 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||