WealthPlan Investment Management, LLC
Position in SNDA — Sonida Senior Living, Inc.
CIK 1929986
OMAHA, NE
Position in SNDA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$415,315
New position
Shares Held
12,878
first reported quarter
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026WealthPlan Investment Management, LLC holds $415,315 across 1 Medical Care Facilities name. SNDA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDA |
Sonida Senior Living, Inc.
This page
|
12,878 | $415,315 |
All Filings in SNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,315 | 12,878 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||