Position in CHE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$621,297
+$146,856 QoQ
Shares Held
1,334
+6.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#278
of 528 holders
Holding Since
Sep 2020
5 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, 2026Prime Capital Investment Advisors, LLC holds $1,270,073 across 2 Medical Care Facilities names. CHE ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,664 | $648,776 | |
| 2 | CHE |
Chemed Corp
This page
|
1,334 | $621,297 |
All Filings in CHE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,297 | 1,334 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $474,441 | 1,256 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $509,153 | 1,190 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $356,848 | 797 | Shares | Sole | 2025-11-05 | |
| 2020-09-30 | $1,441 | 3 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||