Position in CHE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$612,693
-$103,116 QoQ
Shares Held
1,622
-3.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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 Mar 31, 2026Independent Advisor Alliance holds $2,830,034 across 5 Medical Care Facilities names. CHE ranks #2 (21.6% of the industry book) .
All Filings in CHE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $612,693 | 1,622 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $715,809 | 1,673 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $752,650 | 1,681 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $769,835 | 1,581 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,410,928 | 2,293 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,207,414 | 2,279 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,354,585 | 2,254 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,258,785 | 2,320 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $716,393 | 1,116 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $652,581 | 1,116 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $596,095 | 1,147 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $621,295 | 1,147 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $616,799 | 1,147 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $500,734 | 1,147 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $590,023 | 1,257 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $712,715 | 1,407 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $845,405 | 1,598 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $929,309 | 1,998 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $948,051 | 1,998 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||