JPL Wealth Management, LLC
Position in BKD — Brookdale Senior Living Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in BKD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,710
+$2,952 QoQ
Shares Held
1,225
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 293 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $95,877 across 21 Medical Care Facilities names. BKD ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
124 | $48,346 | |
| 2 | BKD |
Brookdale Senior Living Inc.
This page
|
1,225 | $19,710 | |
| 3 | DVA |
Davita Inc.
|
29 | $6,451 | |
| 4 | ENSG |
Ensign Group, Inc
|
25 | $4,007 | |
| 5 | AGL |
agilon health, inc.
|
27 | $2,893 | |
| 6 | CHE |
Chemed Corp
|
6 | $2,794 | |
| 7 | UHS |
Universal Health Services Inc
|
15 | $2,230 | |
| 8 | THC |
Tenet Healthcare Corp
|
11 | $2,057 |
All Filings in BKD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,710 | 1,225 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,758 | 1,225 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $10,375 | 1,225 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||