Position in ADUS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$329,843
+$12,651 QoQ
Shares Held
3,283
-3.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#183
of 301 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Net Worth Advisory Group holds $1,155,474 across 3 Medical Care Facilities names. ADUS ranks #2 (28.5% of the industry book) .
All Filings in ADUS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,843 | 3,283 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $317,192 | 3,387 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $344,721 | 3,210 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $319,398 | 2,707 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $335,202 | 2,910 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $260,575 | 2,635 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $336,690 | 2,686 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $355,456 | 2,672 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||