Position in CHE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,794
+$528 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#500
of 528 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $22,024 across 4 Medical Care Facilities names. CHE ranks #4 (12.7% of the industry book) .
All Filings in CHE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,794 | 6 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,266 | 6 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $28,666 | 67 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,446 | 68 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $30,676 | 63 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $33,227 | 54 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $29,668 | 56 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,432 | 34 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,362 | 32 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $21,183 | 33 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||