Position in PNTG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,085
+$1,941 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
of 200 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNTG Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Asset Planning,Inc holds $107,906 across 2 Medical Care Facilities names. PNTG ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
604 | $96,821 | |
| 2 | PNTG |
Pennant Group, Inc.
This page
|
300 | $11,085 |
All Filings in PNTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,085 | 300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,144 | 300 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,445 | 300 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,566 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,955 | 300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,545 | 300 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,956 | 300 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||