LifePlan Financial »

DaVita shares owned by LifePlan Financial

Quarter-by-quarter ownership of DaVita (DVA) shares owned by LifePlan Financial from 13F filings

Historical chart of LifePlan Financial investment in DaVita

Tip: Access up to 7 years of quarterly data

All positions including DaVita held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DaVita by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $224k 2.1k 104.76

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Microsoft Corporation (MSFT)
salesforce (CRM)
Medtronic SHS (MDT)
Vanguard World Mega Grwth Ind (MGK)

View all positions for LifePlan Financial

Top funds holding DaVita

Berkshire Hathaway
Vanguard Group
Pacer Advisors
Citadel Advisors
LSV Asset Management
Dimensional Fund Advisors
Gates Capital Management
8 Knots Management
Jacobs Levy Equity Management
Amundi
Susquehanna International
Millennium Management
Charles Schwab Investment Management
Allianz Asset Management
Bank of America Corporation

View all funds holding DaVita