Position in CHE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$653,898
+$190,789 QoQ
Shares Held
1,404
+14.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#34
of 107 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026First Heartland Consultants, Inc. holds $700,203 across 2 Medical Care Facilities names. CHE ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
This page
|
1,404 | $653,898 | |
| 2 | BTMD |
biote Corp.
|
24,500 | $46,305 |
All Filings in CHE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,898 | 1,404 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $463,109 | 1,226 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $523,700 | 1,224 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $429,830 | 960 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $411,455 | 845 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $414,110 | 673 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $334,303 | 631 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $305,292 | 508 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $257,182 | 474 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $255,488 | 398 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||