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Creative Planning DVA Position History
DaVita Inc. • Healthcare
Quarters held
8
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $17K |
| Q4 2025 | $1M |
| Q1 2026 | $3M |
| Q2 2026 | $74K |
| Q2 2026 | $5.1M |
| Q3 2026 | $58K |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 33.4K | — | — |
| Q3 2026 | $58K | 330 | — | — |
| Q2 2026 | $5.1M | 22.8K | — | — |
| Q2 2026 | $74K | 334 | — | — |
| Q1 2026 | $3M | 19.2K | — | — |
| Q4 2025 | $1M | 9.0K | — | — |
| Q3 2025 | $17K | 125 | — | — |
| Q3 2025 | $1.1M | 8.6K | — | — |