Position in CHE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$85,230
+$66,721 QoQ
Shares Held
183
+273.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#434
of 528 holders
Holding Since
Dec 2022
14 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, 2026True Wealth Design, LLC holds $321,020 across 26 Medical Care Facilities names. CHE ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
This page
|
183 | $85,230 | |
| 2 | THC |
Tenet Healthcare Corp
|
388 | $72,587 | |
| 3 | DVA |
Davita Inc.
|
172 | $38,266 | |
| 4 | AGL |
agilon health, inc.
|
341 | $36,548 | |
| 5 | UHS |
Universal Health Services Inc
|
110 | $16,355 | |
| 6 | HCA |
HCA Healthcare, Inc.
|
40 | $15,595 | |
| 7 | PACS |
PACS Group, Inc.
|
293 | $12,493 | |
| 8 | AMN |
Amn Healthcare Services Inc
|
257 | $8,319 |
All Filings in CHE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,230 | 183 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,509 | 49 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,268 | 24 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,134 | 7 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,460 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,845 | 3 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $6,610 | 11 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $542 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $641 | 1 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $584 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $519 | 1 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $541 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $823,833 | 1,532 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $761,051 | 1,491 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||