CVA Family Office, LLC
Family OfficePosition in FMS — Fresenius Medical Care AG
CIK 1802084
DENVER, CO
Position in FMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,514
+$3 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 232 holders
Holding Since
Dec 2023
10 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, 2026CVA Family Office, LLC holds $334,654 across 13 Medical Care Facilities names. FMS ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
559 | $217,948 | |
| 2 | DVA |
Davita Inc.
|
187 | $41,603 | |
| 3 | THC |
Tenet Healthcare Corp
|
130 | $24,320 | |
| 4 | UHS |
Universal Health Services Inc
|
107 | $15,909 | |
| 5 | EHC |
Encompass Health Corp
|
130 | $13,140 | |
| 6 | CHE |
Chemed Corp
|
18 | $8,383 | |
| 7 | LFST |
LifeStance Health Group, Inc.
|
350 | $3,748 | |
| 8 | PACS |
PACS Group, Inc.
|
76 | $3,240 |
All Filings in FMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,514 | 67 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,511 | 67 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,595 | 67 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,764 | 67 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,914 | 67 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,564 | 103 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,331 | 103 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,193 | 103 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,061 | 108 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $1,062 | 51 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||