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Livermore
Livermore
ZHEN

Delta Financial Advisors LLC

SEC CIK
0001790295
Latest filing
Aug 5, 2026

DVA holding history

Davita Inc. in every 13F filed by Delta Financial Advisors 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)
5,585
Value
$1.24M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of DVA by Delta Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,585$1.24M0.3%00.0%UnchangedHolders
Q1 20265,585$858.4K0.2%00.0%UnchangedHolders
Q4 20255,585$634.5K0.2%00.0%UnchangedHolders
Q3 20255,585$742.1K0.2%00.0%UnchangedHolders
Q2 20255,585$795.6K0.3%−60−1.1%ReducedHolders
Q1 20255,645$863.5K0.3%00.0%UnchangedHolders
Q4 20245,645$844.2K0.3%00.0%UnchangedHolders
Q3 20245,645$925.4K0.3%−110−1.9%ReducedHolders
Q2 20245,755$797.5K0.3%00.0%UnchangedHolders
Q1 20245,755$794.5K0.3%00.0%UnchangedHolders
Q4 20235,755$602.9K0.3%00.0%UnchangedHolders
Q3 20235,755$544.0K0.2%00.0%UnchangedHolders
Q2 20235,755$578.2K0.3%−200−3.4%ReducedHolders
Q1 20235,955$483.0K0.2%00.0%UnchangedHolders
Q4 20225,955$444.7K0.2%00.0%UnchangedHolders
Q3 20225,955$493.0K0.3%00.0%UnchangedHolders
Q2 20225,955$476.0K0.2%00.0%UnchangedHolders
Q1 20225,955$674.0K0.3%00.0%UnchangedHolders
Q4 20215,955$677.0K0.3%00.0%UnchangedHolders
Q3 20215,955$692.0K0.3%00.0%UnchangedHolders
Q2 20215,955$717.0K0.3%00.0%UnchangedHolders
Q1 20215,955$642.0K0.3%––Holders

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