Position in ADUS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$409,415
+$27,417 QoQ
Shares Held
4,075
-0.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#177
of 303 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $926,949 across 4 Medical Care Facilities names. ADUS ranks #1 (44.2% of the industry book) .
All Filings in ADUS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,415 | 4,075 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $381,998 | 4,079 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $471,656 | 4,392 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||