Position in ADUS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$30,241
+$2,146 QoQ
Shares Held
301
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 301 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $86,221 across 6 Medical Care Facilities names. ADUS ranks #1 (35.1% of the industry book) .
All Filings in ADUS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,241 | 301 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $28,095 | 300 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,565 | 266 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||