Position in CHE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,423,301
+$505,393 QoQ
Shares Held
3,056
+25.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#202
of 527 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $5,352,998 across 4 Medical Care Facilities names. CHE ranks #2 (26.6% of the industry book) .
All Filings in CHE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423,301 | 3,056 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $917,908 | 2,430 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $989,640 | 2,313 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,140,841 | 2,548 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,183,726 | 2,431 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,473,076 | 2,394 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,295,890 | 2,446 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,537,281 | 2,558 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,387,919 | 2,558 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,466,168 | 2,284 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,330,306 | 2,275 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,171,403 | 2,254 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,073,048 | 1,981 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,092,708 | 2,032 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $917,242 | 1,797 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $654,403 | 1,499 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $715,819 | 1,525 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $763,370 | 1,507 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $743,830 | 1,406 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $549,771 | 1,182 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $561,808 | 1,184 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $552,703 | 1,202 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $610,903 | 1,147 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||