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Livermore
Livermore
ZHEN

Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

DVA holding history

Davita Inc. in every 13F filed by Inlet Private Wealth, LLC, 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)
40,475
Value
$9.00M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of DVA by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,475$9.00M2.2%−25−0.1%ReducedHolders
Q1 202640,500$6.22M1.6%+420+1.0%AddedHolders
Q4 202540,080$4.55M1.1%−1,775−4.2%ReducedHolders
Q3 202541,855$5.56M1.3%+1,515+3.8%AddedHolders
Q2 202540,340$5.75M1.4%00.0%UnchangedHolders
Q1 202540,340$6.17M1.6%+400+1.0%AddedHolders
Q4 202439,940$5.97M1.6%−2,800−6.6%ReducedHolders
Q3 202442,740$7.01M1.8%−200−0.5%ReducedHolders
Q2 202442,940$5.95M1.6%−300−0.7%ReducedHolders
Q1 202443,240$5.97M1.7%−300−0.7%ReducedHolders
Q4 202343,540$4.56M1.4%−1,810−4.0%ReducedHolders
Q3 202345,350$4.29M1.4%−225−0.5%ReducedHolders
Q2 202345,575$4.58M1.2%+575+1.3%AddedHolders
Q1 202345,000$3.65M0.9%−450−1.0%ReducedHolders
Q4 202245,450$3.39M0.9%−2,740−5.7%ReducedHolders
Q3 202248,190$3.99M1.2%+1,700+3.7%AddedHolders
Q2 202246,490$3.72M1.1%+4,325+10.3%AddedHolders
Q1 202242,165$4.77M1.2%+100.0%AddedHolders
Q4 202142,155$4.80M1.2%+23,370+124.4%AddedHolders
Q3 202118,785$2.18M0.6%00.0%UnchangedHolders
Q2 202118,785$2.26M0.6%00.0%UnchangedHolders
Q1 202118,785$2.02M0.6%––Holders

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