Position in DVA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,779
+$1,626 QoQ
Shares Held
8
+700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#598
of 625 holders
Holding Since
Mar 2026
2 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $403,203 across 7 Medical Care Facilities names. DVA ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
886 | $142,025 | |
| 2 | ADUS |
Addus HomeCare Corp
|
1,100 | $110,517 | |
| 3 | CHE |
Chemed Corp
|
225 | $104,791 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
112 | $43,667 | |
| 5 | DVA |
Davita Inc.
This page
|
8 | $1,779 | |
| 6 | UHS |
Universal Health Services Inc
|
2 | $297 | |
| 7 | WW |
Ww International, Inc.
|
8 | $127 |
All Filings in DVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $153 | 1 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||