Position in DVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$112,352
-$131,092 QoQ
Shares Held
505
-68.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#483
of 624 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $1,504,340 across 33 Medical Care Facilities names. DVA ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,841 | $717,787 | |
| 2 | OPCH |
Option Care Health, Inc.
|
7,783 | $163,209 | |
| 3 | ASTH |
Astrana Health, Inc.
|
2,682 | $124,471 | |
| 4 | DVA |
Davita Inc.
This page
|
505 | $112,352 | |
| 5 | MD |
Pediatrix Medical Group, Inc.
|
3,376 | $85,514 | |
| 6 | UHS |
Universal Health Services Inc
|
379 | $56,353 | |
| 7 | CHE |
Chemed Corp
|
110 | $51,231 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
1,239 | $50,551 |
All Filings in DVA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,352 | 505 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $243,444 | 1,584 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $214,268 | 1,886 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $217,906 | 1,640 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $235,184 | 1,651 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $234,808 | 1,535 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $229,559 | 1,535 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $251,632 | 1,535 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $207,855 | 1,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $207,075 | 1,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $157,140 | 1,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $141,795 | 1,500 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $150,705 | 1,500 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $121,665 | 1,500 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $112,005 | 1,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $124,155 | 1,500 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $119,940 | 1,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $169,665 | 1,500 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $170,640 | 1,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $174,390 | 1,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $180,645 | 1,500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $161,655 | 1,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $176,100 | 1,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $128,475 | 1,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $118,710 | 1,500 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $114,090 | 1,500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||