Affiance Financial, LLC

Position in PRVA — Privia Health Group, Inc.

CIK 1723681 ST. LOUIS PARK, MN

Position in PRVA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$893,911

+$179,269 QoQ

Shares Held

34,742

0.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#126

of 298 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Affiance Financial, LLC holds $893,911 across 1 Health Information Services name. PRVA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PRVA	Privia Health Group, Inc. This page	34,742	$893,911

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,911	34,742	0.0%	Shares	Sole	2026-07-09
2026-03-31	$714,642	34,742	0.0%	Shares	Sole	2026-04-14
2025-12-31	$823,732	34,742	0.0%	Shares	Sole	2026-01-21
2025-09-30	$865,075	34,742	0.0%	Shares	Sole	2025-10-14
2025-06-30	$799,066	34,742	0.0%	Shares	Sole	2025-07-10
2025-03-31	$779,957	34,742	0.0%	Shares	Sole	2025-04-09
2024-12-31	$679,206	34,742	0.0%	Shares	Sole	2025-01-21
2024-09-30	$632,651	34,742	0.0%	Shares	Sole	2024-10-11
2024-06-30	$603,815	34,742	0.0%	Shares	Sole	2024-08-01
2024-03-31	$680,595	34,742	0.0%	Shares	Sole	2024-04-15
2023-12-31	$800,108	34,742	0.0%	Shares	Sole	2024-01-10
2023-09-30	$799,066	34,742	0.0%	Shares	Sole	2023-10-11
2023-06-30	$907,113	34,742	0.0%	Shares	Sole	2023-07-12
2023-03-31	$959,226	34,742	0.0%	Shares	Sole	2023-04-18
2022-12-31	$788,990	34,742	0.0%	Shares	Sole	2023-01-20
2022-09-30	$1,183,312	34,742	0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,011,687	34,742	—	Shares	Sole	2022-07-14
No filing history on record for this holder in this stock.