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Equibles

AE Wealth Management LLC

Position in NHC — National Healthcare Corp

CIK 1697723 TOPEKA, KS
Back to NHC Full portfolio

Position in NHC

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$4,708,463
+$1,151,309 QoQ
Shares Held
22,277
+0.0% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#42
of 250 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NHC Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

AE Wealth Management LLC holds $9,101,459 across 8 Medical Care Facilities names. NHC ranks #1 (51.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NHC
National Healthcare Corp
This page 		22,277 $4,708,463
2 HCA
HCA Healthcare, Inc.
 4,115 $1,604,383
3 ENSG
Ensign Group, Inc
 5,479 $878,266
4 OPCH
Option Care Health, Inc.
 25,398 $532,579
5 THC
Tenet Healthcare Corp
 2,592 $484,906
6 CON
Concentra Group Holdings Parent, Inc.
 15,545 $462,452
7 SNDA
Sonida Senior Living, Inc.
 5,338 $217,790
8 UHS
Universal Health Services Inc
 1,430 $212,620

All Filings in NHC

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,708,463 22,277
2026-03-31 $3,557,154 22,274
2025-12-31 $3,054,772 22,283
2025-09-30 $2,718,054 22,369
2025-06-30 $2,417,461 22,591
2025-03-31 $2,196,017 23,664
2024-12-31 $2,655,656 24,690
2024-09-30 $3,175,188 25,246
2024-06-30 $2,845,933 26,254
2024-03-31 $2,712,058 28,696
2023-12-31 $2,680,180 29,000
2023-09-30 $2,216,139 34,638
2023-06-30 $2,163,700 35,000
2023-03-31 $2,032,450 35,000
2022-12-31 $2,082,500 35,000
2022-09-30 $2,216,900 35,000
2022-06-30 $2,446,500 35,000
2022-03-31 $2,458,050 35,000
2021-12-31 $2,445,636 35,997