Position in SNDA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$458,877
+$121,736 QoQ
Shares Held
11,247
+7.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#6
of 32 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, 2026FAMILY WEALTH PARTNERS, LLC holds $458,877 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
|
11,247 | $458,877 |
All Filings in SNDA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,877 | 11,247 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $337,141 | 10,454 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||