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Summit Financial, LLC

Position in SNDA — Sonida Senior Living, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in SNDA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$232,490
New position
Shares Held
7,209
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Position in Medical Care Facilities

Healthcare · as of Mar 31, 2026

Summit Financial, LLC holds $5,054,411 across 6 Medical Care Facilities names. SNDA ranks #5 (4.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SNDA
Sonida Senior Living, Inc.
This page
7,209 $232,490

All Filings in SNDA

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $232,490 7,209