Compound Planning, Inc.

Position in DVA — Davita Inc.

CIK 1978879 NEW YORK, NY

Position in DVA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$320,593

New position

Shares Held

1,441

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#395

of 624 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $1,655,383 across 4 Medical Care Facilities names. DVA ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	1,726	$672,949
2	THC	Tenet Healthcare Corp	2,410	$450,862
3	DVA	Davita Inc. This page	1,441	$320,593
4	CHE	Chemed Corp	453	$210,979

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,593	1,441	—	Shares	Other	2026-08-04
No filing history on record for this holder in this stock.