Basepoint Wealth LLC
- SEC CIK
- 0002088236
- Latest filing
- Aug 10, 2026
DVA holding history
Davita Inc. in every 13F filed by Basepoint 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)
- 699
- Value
- $155.5K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 699 | $155.5K | 0.1% | −28−3.9% | Reduced | Holders |
| Q1 2026 | 727 | $111.7K | 0.1% | −3−0.4% | Reduced | Holders |
| Q4 2025 | 730 | $82.9K | 0.1% | +730 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −1,749−100.0% | Sold out | Holders |
| Q1 2025 | 1,749 | $267.5K | 0.2% | −901−34.0% | Reduced | Holders |
| Q4 2024 | 2,650 | $396.3K | 0.3% | −1,975−42.7% | Reduced | Holders |
| Q3 2024 | 4,625 | $758.1K | 0.6% | −1,437−23.7% | Reduced | Holders |
| Q2 2024 | 6,062 | $840.0K | 0.7% | −1,918−24.0% | Reduced | Holders |
| Q1 2024 | 7,980 | $1.10M | 0.8% | −792−9.0% | Reduced | Holders |
| Q4 2023 | 8,772 | $919.0K | 0.7% | +1,772+25.3% | Added | Holders |
| Q3 2023 | 7,000 | $661.7K | 0.5% | +1,399+25.0% | Added | Holders |
| Q2 2023 | 5,601 | $562.7K | 0.5% | +1,399+33.3% | Added | Holders |
| Q1 2023 | 4,202 | $340.8K | 0.3% | +4,202 | New | Holders |