Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

SNDA holding history

Sonida Senior Living, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNDA overview All 13F holders of SNDA Full Q2 2026 holdings

Shares (Q2 2026): 5,129
Value: $209.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2021

Holdings of SNDA by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,129	$209.3K	<0.1%	−5,954−53.7%	Reduced	Holders
Q1 2026	11,083	$357.4K	<0.1%	+11,083	New	Holders
Q1 2022	0	$0	0.0%	−204−100.0%	Sold out	Holders
Q4 2021	204	$6.00K	<0.1%	+204	New	Holders