Integrated Wealth Concepts LLC
Position in SNDA — Sonida Senior Living, Inc.
CIK 1737109
WALTHAM, MA
Position in SNDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$424,360
+$115,728 QoQ
Shares Held
10,401
+8.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 229 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNDA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $28,699,925 across 39 Medical Care Facilities names. SNDA ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
|
41,048 | $19,117,695 | |
| 2 | DVA |
Davita Inc.
|
17,924 | $3,987,731 | |
| 3 | THC |
Tenet Healthcare Corp
|
9,650 | $1,805,322 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
2,460 | $959,129 | |
| 5 | CMPS |
COMPASS Pathways plc
|
32,516 | $460,101 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
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|
10,401 | $424,360 | |
| 7 | AGL |
agilon health, inc.
|
3,580 | $383,704 | |
| 8 | ADUS |
Addus HomeCare Corp
|
2,965 | $297,893 |
All Filings in SNDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,360 | 10,401 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $308,632 | 9,570 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||