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Capital Sr Living Corp shares owned by MBM Wealth Consultants

Quarter-by-quarter ownership of Capital Sr Living Corp (SNDA) shares owned by MBM Wealth Consultants from 13F filings

Historical chart of MBM Wealth Consultants investment in Capital Sr Living Corp

Tip: Access up to 7 years of quarterly data

All positions including Capital Sr Living Corp held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Sr Living Corp by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $22k 695 32.25

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding Capital Sr Living Corp

Conversant Capital
Capital Research and Management Company - Division 3
Irenic Capital Management
Timbercreek Asset Management
Tyro Capital Management
Solas Capital Management
BlackRock
Vanguard Group
Vanguard Capital Management
Clayton Partners
Jane Street
Obion Capital Management
Northwood Liquid Management
Makena Captial Management
J. Goldman & Co

View all funds holding Capital Sr Living Corp