Planning Strategies Inc.

Position in DVA — Davita Inc.

CIK 2139665 LANCASTER, PA

Position in DVA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$222

New position

Shares Held

1

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#618

of 624 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Planning Strategies Inc. holds $3,645 across 4 Medical Care Facilities names. DVA ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	7	$2,729
2	THC	Tenet Healthcare Corp	2	$374
3	ENSG	Ensign Group, Inc	2	$320
4	DVA	Davita Inc. This page	1	$222

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222	1	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.