Position in FMS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,786
+$4 QoQ
Shares Held
79
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 232 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $104,843 across 21 Medical Care Facilities names. FMS ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
79 | $30,801 | |
| 2 | THC |
Tenet Healthcare Corp
|
87 | $16,275 | |
| 3 | UHS |
Universal Health Services Inc
|
96 | $14,274 | |
| 4 | DVA |
Davita Inc.
|
46 | $10,234 | |
| 5 | EHC |
Encompass Health Corp
|
99 | $10,006 | |
| 6 | ENSG |
Ensign Group, Inc
|
52 | $8,335 | |
| 7 | CHE |
Chemed Corp
|
8 | $3,725 | |
| 8 | LFST |
LifeStance Health Group, Inc.
|
242 | $2,591 |
All Filings in FMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,786 | 79 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,782 | 79 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,478 | 188 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,950 | 188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,371 | 188 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,681 | 188 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,256 | 188 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,471 | 163 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,188 | 167 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,219 | 167 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,541 | 170 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,372 | 203 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,977 | 208 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,316 | 156 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,251 | 199 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,608 | 257 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,745 | 70 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,396 | 279 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,525 | 47 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||