Position in DVA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$17,059
+$3,085 QoQ
Shares Held
111
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026True Wealth Design, LLC holds $279,391 across 26 Medical Care Facilities names. DVA ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
559 | $105,488 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
115 | $54,422 | |
| 3 | UHS |
Universal Health Services Inc
|
246 | $44,026 | |
| 4 | CHE |
Chemed Corp
|
49 | $18,509 | |
| 5 | DVA |
Davita Inc.
This page
|
111 | $17,059 | |
| 6 | PACS |
PACS Group, Inc.
|
293 | $9,411 | |
| 7 | EHAB |
Enhabit, Inc.
|
352 | $4,959 | |
| 8 | HCSG |
Healthcare Services Group Inc
|
261 | $4,841 |
All Filings in DVA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,059 | 111 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,974 | 123 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,832 | 74 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,566 | 11 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,529 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,345 | 9 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,475 | 9 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,247 | 9 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $966 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $419 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $378 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $502 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $324 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $298 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||