Position in CHE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$310,648
+$56,429 QoQ
Shares Held
667
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#345
of 528 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $9,052,962 across 5 Medical Care Facilities names. CHE ranks #5 (3.4% of the industry book) .
All Filings in CHE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,648 | 667 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $254,219 | 673 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||