ACTION POINT FINANCIAL PLANNING, LLC
Position in SNDA — Sonida Senior Living, Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in SNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$109,872
New position
Shares Held
2,693
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#152
of 229 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $203,030 across 19 Medical Care Facilities names. SNDA ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDA |
Sonida Senior Living, Inc.
This page
|
2,693 | $109,872 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
53 | $20,655 | |
| 3 | CMPS |
COMPASS Pathways plc
|
1,000 | $14,150 | |
| 4 | THC |
Tenet Healthcare Corp
|
56 | $10,473 | |
| 5 | DVA |
Davita Inc.
|
41 | $9,119 | |
| 6 | ENSG |
Ensign Group, Inc
|
51 | $8,172 | |
| 7 | EHC |
Encompass Health Corp
|
71 | $7,173 | |
| 8 | UHS |
Universal Health Services Inc
|
41 | $6,095 |
All Filings in SNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,872 | 2,693 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||