ROTHSCHILD INVESTMENT LLC

Position in DVA — Davita Inc.

CIK 85338 CHICAGO, IL

Position in DVA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,661,750

+$885,709 QoQ

Shares Held

11,964

+3.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#155

of 625 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $4,718,138 across 38 Medical Care Facilities names. DVA ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVA	Davita Inc. This page	11,964	$2,661,750
2	CHE	Chemed Corp	2,673	$1,244,923
3	HCA	HCA Healthcare, Inc.	660	$257,327
4	EHC	Encompass Health Corp	1,786	$180,528
5	UHS	Universal Health Services Inc	804	$119,546
6	THC	Tenet Healthcare Corp	409	$76,515
7	AGL	agilon health, inc.	295	$31,618
8	FMS	Fresenius Medical Care AG	945	$21,366

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,661,750	11,964	+3.5%	Shares	Sole	2026-08-06
2026-03-31	$1,776,041	11,556	+4.1%	Shares	Sole	2026-05-07
2025-12-31	$1,261,071	11,100	-4.6%	Shares	Sole	2026-02-10
2025-09-30	$1,545,410	11,631	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$1,655,981	11,625	-2.0%	Shares	Sole	2025-08-11
2025-03-31	$1,814,989	11,865	0.0%	Shares	Sole	2025-04-08
2024-12-31	$1,774,410	11,865	-1.5%	Shares	Sole	2025-02-04
2024-09-30	$1,973,881	12,041	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,668,521	12,041	+0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,661,431	12,035	0.0%	Shares	Sole	2024-07-31
2023-12-31	$1,260,786	12,035	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.