Position in CHE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$219,363
New position
Shares Held
471
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#399
of 528 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 54%
Shared 0%
None 46%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Soltis Investment Advisors LLC holds $901,280 across 2 Medical Care Facilities names. CHE ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,749 | $681,917 | |
| 2 | CHE |
Chemed Corp
This page
|
471 | $219,363 |
All Filings in CHE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,363 | 471 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||