Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
DVA holding history
Davita Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DVA overviewAll 13F holders of DVAFull Q3 2025 holdings
- Shares (Q4 2024)
- 1,382
- Value
- $206.7K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 1,382 | $206.7K | <0.1% | −68−4.7% | Reduced | Holders |
| Q3 2024 | 1,450 | $237.7K | <0.1% | −93−6.0% | Reduced | Holders |
| Q2 2024 | 1,543 | $213.8K | <0.1% | −111−6.7% | Reduced | Holders |
| Q1 2024 | 1,654 | $228.3K | <0.1% | +1,654 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −2,040−100.0% | Sold out | Holders |
| Q2 2023 | 2,040 | $205.0K | <0.1% | +2,040 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2,050−100.0% | Sold out | Holders |
| Q1 2022 | 2,050 | $232.0K | <0.1% | +154+8.1% | Added | Holders |
| Q4 2021 | 1,896 | $216.0K | <0.1% | +130+7.4% | Added | Holders |
| Q3 2021 | 1,766 | $205.0K | <0.1% | +11+0.6% | Added | Holders |
| Q2 2021 | 1,755 | $211.0K | <0.1% | +1,755 | New | Holders |