Position in PIII
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$33,103
+$4,153 QoQ
Shares Held
10,748
+616.5% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIII Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $5,584,280 across 7 Medical Care Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
5,701 | $2,222,761 | |
| 2 | DVA |
Davita Inc.
|
4,280 | $952,214 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
27,791 | $820,668 | |
| 4 | ARDT |
Ardent Health, Inc.
|
70,058 | $689,370 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,665 | $427,198 | |
| 6 | CHE |
Chemed Corp
|
513 | $238,924 | |
| 7 | UHS |
Universal Health Services Inc
|
1,568 | $233,145 |
All Filings in PIII
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,103 | 10,748 | Shares | Sole | 2026-05-13 | |
| 2024-09-30 | $28,950 | 75,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,750 | 75,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $77,250 | 75,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||