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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → DVA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DVA Position History
DaVita Inc. • Healthcare
Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $590K |
| Q4 2025 | $886K |
| Q1 2026 | $1M |
| Q2 2026 | $2.5M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 18.4K | — | — |
| Q2 2026 | $2.5M | 10.8K | — | — |
| Q1 2026 | $1M | 7.2K | — | — |
| Q4 2025 | $886K | 7.7K | — | — |
| Q3 2025 | $590K | 4.5K | — | — |