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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DVA holding history

Davita Inc. in every 13F filed by Creative Planning, 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 Q2 2026 holdings

Shares (Q2 2026)
23,146
Value
$5.15M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DVA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,146$5.15M<0.1%+3,934+20.5%AddedHolders
Q1 202619,212$2.95M<0.1%+10,191+113.0%AddedHolders
Q4 20259,021$1.02M<0.1%+284+3.3%AddedHolders
Q3 20258,737$1.16M<0.1%+10.0%AddedHolders
Q2 20258,736$1.24M<0.1%+907+11.6%AddedHolders
Q1 20257,829$1.20M<0.1%+20+0.3%AddedHolders
Q4 20247,809$1.17M<0.1%+209+2.8%AddedHolders
Q3 20247,600$1.25M<0.1%−697−8.4%ReducedHolders
Q2 20248,297$1.15M<0.1%+394+5.0%AddedHolders
Q1 20247,903$1.09M<0.1%−137−1.7%ReducedHolders
Q4 20238,040$842.3K<0.1%−2,346−22.6%ReducedHolders
Q3 202310,386$981.8K<0.1%−878−7.8%ReducedHolders
Q2 202311,264$1.13M<0.1%+361+3.3%AddedHolders
Q1 202310,903$884.3K<0.1%+417+4.0%AddedHolders
Q4 202210,486$783.0K<0.1%+1,966+23.1%AddedHolders
Q3 20228,520$705.0K<0.1%+703+9.0%AddedHolders
Q2 20227,817$625.0K<0.1%−236−2.9%ReducedHolders
Q1 20228,053$911.0K<0.1%+1,564+24.1%AddedHolders
Q4 20216,489$738.0K<0.1%+297+4.8%AddedHolders
Q3 20216,192$720.0K<0.1%−181−2.8%ReducedHolders
Q2 20216,373$768.0K<0.1%+130+2.1%AddedHolders
Q1 20216,243$673.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.