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Livermore
Livermore
ZHEN

Dopkins Wealth Management, LLC

SEC CIK
0001904152
Latest filing
Jul 14, 2026

DVA holding history

Davita Inc. in every 13F filed by Dopkins Wealth Management, 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)
1,500
Value
$333.7K
% of portfolio
0.1%
Quarters held
8
Since Q1 2024
Holdings of DVA by Dopkins Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,500$333.7K0.1%−3−0.2%ReducedHolders
Q1 20261,503$231.0K0.1%+1,503NewHolders
Q3 20250$00.0%−1,500−100.0%Sold outHolders
Q2 20251,500$213.7K0.1%00.0%UnchangedHolders
Q1 20251,500$229.5K0.1%00.0%UnchangedHolders
Q4 20241,500$224.3K0.1%00.0%UnchangedHolders
Q3 20241,500$245.9K0.2%00.0%UnchangedHolders
Q2 20241,500$207.9K0.1%00.0%UnchangedHolders
Q1 20241,500$207.1K0.1%+1,500NewHolders