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Curated Wealth Partners LLC → DVA
Curated Wealth Partners LLC DVA Position History
DaVita Inc. • Healthcare
Quarters held
9
Latest value
$236K
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $568 |
| Q4 2025 | $2.1M |
| Q1 2026 | $36K |
| Q1 2026 | $2.8M |
| Q1 2026 | $2K |
| Q2 2026 | $4.1M |
| Q2 2026 | $55K |
| Q3 2026 | $3.2M |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 1.3K | — | — |
| Q3 2026 | $3.2M | 18.5K | — | — |
| Q2 2026 | $55K | 249 | — | — |
| Q2 2026 | $4.1M | 18.5K | — | — |
| Q1 2026 | $2K | 13 | — | — |
| Q1 2026 | $2.8M | 18.5K | — | — |
| Q1 2026 | $36K | 236 | — | — |
| Q4 2025 | $2.1M | 18.5K | — | — |
| Q4 2025 | $568 | 5 | — | — |