Position in ADUS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$297,893
+$70,980 QoQ
Shares Held
2,965
+22.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 301 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADUS Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $28,699,925 across 39 Medical Care Facilities names. ADUS ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
|
41,048 | $19,117,695 | |
| 2 | DVA |
Davita Inc.
|
17,924 | $3,987,731 | |
| 3 | THC |
Tenet Healthcare Corp
|
9,650 | $1,805,322 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
2,460 | $959,129 | |
| 5 | CMPS |
COMPASS Pathways plc
|
32,516 | $460,101 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
10,401 | $424,360 | |
| 7 | AGL |
agilon health, inc.
|
3,580 | $383,704 | |
| 8 | ADUS |
Addus HomeCare Corp
This page
|
2,965 | $297,893 |
All Filings in ADUS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,893 | 2,965 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $226,913 | 2,423 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $879,245 | 7,633 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $775,693 | 7,844 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $908,536 | 7,248 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $985,885 | 7,411 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $797,211 | 6,866 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $706,638 | 6,838 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $634,908 | 6,838 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $582,529 | 6,838 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $633,882 | 6,838 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||