Position in DVA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$60,292
+$18,643 QoQ
Shares Held
271
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#507
of 624 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $154,737 across 8 Medical Care Facilities names. DVA ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
271 | $60,292 | |
| 2 | UHS |
Universal Health Services Inc
|
193 | $28,697 | |
| 3 | HCA |
HCA Healthcare, Inc.
|
56 | $21,833 | |
| 4 | OPCH |
Option Care Health, Inc.
|
677 | $14,196 | |
| 5 | ACHC |
Acadia Healthcare Company, Inc.
|
362 | $10,689 | |
| 6 | THC |
Tenet Healthcare Corp
|
53 | $9,915 | |
| 7 | FMS |
Fresenius Medical Care AG
|
259 | $5,855 | |
| 8 | CHE |
Chemed Corp
|
7 | $3,260 |
All Filings in DVA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,292 | 271 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $41,649 | 271 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $31,469 | 277 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $14,881 | 112 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,245 | 100 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $15,297 | 100 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,955 | 100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,393 | 100 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $13,857 | 100 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $13,805 | 100 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $19,590 | 187 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $17,677 | 187 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $18,787 | 187 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $15,167 | 187 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||