Basepoint Wealth LLC

Position in DVA — Davita Inc.

CIK 2088236 CEDAR RAPIDS, IA

Position in DVA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$155,513

+$43,781 QoQ

Shares Held

699

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#474

of 625 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Basepoint Wealth LLC holds $244,705 across 6 Medical Care Facilities names. DVA ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVA	Davita Inc. This page	699	$155,513
2	UHS	Universal Health Services Inc	255	$37,915
3	HCA	HCA Healthcare, Inc.	76	$29,631
4	ENSG	Ensign Group, Inc	117	$18,755
5	ACHC	Acadia Healthcare Company, Inc.	50	$1,476
6	CMPS	COMPASS Pathways plc	100	$1,415

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$155,513	699	-3.9%	Shares	Sole	2026-08-10
2026-03-31	$111,732	727	-0.4%	Shares	Sole	2026-05-07
2025-12-31	$82,935	730	-58.3%	Shares	Sole	2026-02-10
2025-03-31	$267,544	1,749	-34.0%	Shares	Sole	2025-10-16
2024-12-31	$396,307	2,650	-42.7%	Shares	Sole	2025-10-16
2024-09-30	$758,176	4,625	-23.7%	Shares	Sole	2025-10-16
2024-06-30	$840,011	6,062	-24.0%	Shares	Sole	2025-10-16
2024-03-31	$1,101,639	7,980	-9.0%	Shares	Sole	2025-10-16
2023-12-31	$918,954	8,772	+25.3%	Shares	Sole	2025-10-16
2023-09-30	$661,710	7,000	+25.0%	Shares	Sole	2025-10-16
2023-06-30	$562,732	5,601	+33.3%	Shares	Sole	2025-10-15
2023-03-31	$340,824	4,202	—	Shares	Sole	2025-10-10
No filing history on record for this holder in this stock.