Position in ADUS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,341
-$343 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Strategic Wealth Partners, Ltd. holds $216,356 across 5 Medical Care Facilities names. ADUS ranks #4 (1.1% of the industry book) .
All Filings in ADUS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,341 | 25 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,684 | 25 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,949 | 25 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,879 | 25 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||