Position in DVA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$24,472
+$7,567 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#525
of 624 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $63,076 across 9 Medical Care Facilities names. DVA ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
110 | $24,472 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
36 | $14,036 | |
| 3 | THC |
Tenet Healthcare Corp
|
57 | $10,663 | |
| 4 | EHC |
Encompass Health Corp
|
49 | $4,952 | |
| 5 | UHS |
Universal Health Services Inc
|
21 | $3,122 | |
| 6 | NHC |
National Healthcare Corp
|
11 | $2,324 | |
| 7 | ENSG |
Ensign Group, Inc
|
11 | $1,763 | |
| 8 | MD |
Pediatrix Medical Group, Inc.
|
54 | $1,367 |
All Filings in DVA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,472 | 110 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,905 | 110 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,497 | 110 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,615 | 110 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,669 | 110 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $16,826 | 110 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,450 | 110 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $18,032 | 110 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,242 | 110 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,185 | 110 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,523 | 110 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||