Position in DVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,451
+$5,123 QoQ
Shares Held
29
+190.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#571
of 624 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $95,877 across 21 Medical Care Facilities names. DVA ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
124 | $48,346 | |
| 2 | BKD |
Brookdale Senior Living Inc.
|
1,225 | $19,710 | |
| 3 | DVA |
Davita Inc.
This page
|
29 | $6,451 | |
| 4 | ENSG |
Ensign Group, Inc
|
25 | $4,007 | |
| 5 | AGL |
agilon health, inc.
|
27 | $2,893 | |
| 6 | CHE |
Chemed Corp
|
6 | $2,794 | |
| 7 | UHS |
Universal Health Services Inc
|
15 | $2,230 | |
| 8 | THC |
Tenet Healthcare Corp
|
11 | $2,057 |
All Filings in DVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,451 | 29 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $1,328 | 10 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||