MB, LEVIS & ASSOCIATES, LLC
Position in FMS — Fresenius Medical Care AG
CIK 2065807
CENTER VALLEY, PA
Position in FMS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$10,807
+$24 QoQ
Shares Held
478
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 232 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $15,256 across 2 Medical Care Facilities names. FMS ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMS |
Fresenius Medical Care AG
This page
|
478 | $10,807 | |
| 2 | DVA |
Davita Inc.
|
20 | $4,449 |
All Filings in FMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,807 | 478 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,783 | 478 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,385 | 478 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $12,585 | 478 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,656 | 478 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,902 | 478 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,821 | 478 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $10,181 | 478 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $9,125 | 478 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $9,215 | 478 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $9,956 | 478 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $10,296 | 478 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $11,438 | 478 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $10,162 | 478 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $7,810 | 478 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||